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 | $70,882 | $175,600-59.6% | $129,110-45.1% | $134,475-47.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -18.90% | -11.39%-7.5pp | -10.94%-8.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,704 | $6,355-41.7% | $5,052-26.7% | $4,740-21.8% |
| Participant deferral / active EE | $6,469 | $7,975-18.9% | $6,542-1.1% | $6,400+1.1% |
| Admin fee / account holder | $6,020 | $23,567-74.5% | $14,302-57.9% | $11,426-47.3% |