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 | $89,011 | $95,862-7.1% | $79,550+11.9% | $134,475-33.8% |
| Participation rate | 94.4% | 75.0%+19.4pp | 69.5%+25.0pp | 81.2%+13.2pp |
| Annual return | -12.65% | -2.69%-10.0pp | 0.16%-12.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,315 | $3,128-26.0% | $2,413-4.1% | $4,740-51.2% |
| Participant deferral / active EE | $5,284 | $4,693+12.6% | $3,985+32.6% | $6,400-17.4% |
| Admin fee / account holder | $2,104 | $9,126-76.9% | $6,832-69.2% | $11,426-81.6% |