See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,753 | $85,790+19.8% | $67,313+52.7% | $135,375-24.1% |
| Participation rate | 94.4% | 76.5%+18.0pp | 69.1%+25.4pp | 82.6%+11.8pp |
| Annual return | -2.92% | -0.54%-2.4pp | -4.08%+1.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,130 | $3,487-10.3% | $2,566+22.0% | $4,779-34.5% |
| Participant deferral / active EE | $3,497 | $4,651-24.8% | $3,568-2.0% | $5,609-37.6% |
| Admin fee / account holder | $1,070 | $6,392-83.3% | $4,507-76.3% | $10,827-90.1% |