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 | $124,527 | $91,911+35.5% | $68,793+81.0% | $135,375-8.0% |
| Participation rate | 94.4% | 76.7%+17.7pp | 72.2%+22.2pp | 82.6%+11.8pp |
| Annual return | -8.03% | -8.22%+0.2pp | -4.63%-3.4pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,234 | $3,924-43.1% | $2,625-14.9% | $4,779-53.3% |
| Participant deferral / active EE | $6,858 | $4,315+58.9% | $3,311+107.1% | $5,609+22.3% |
| Admin fee / account holder | $2,790 | $9,240-69.8% | $5,131-45.6% | $10,827-74.2% |