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 | $128,578 | $77,813+65.2% | $123,544+4.1% | $64,186+100.3% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -4.87% | 12.48%-17.3pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,033 | $3,014+0.6% | $4,628-34.5% | $2,381+27.4% |
| Participant deferral / active EE | $6,175 | $5,240+17.8% | $6,426-3.9% | $3,470+78.0% |
| Admin fee / account holder | $10,055 | $5,519+82.2% | $9,284+8.3% | $4,888+105.7% |