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 | $106,812 | $64,707+65.1% | $112,228-4.8% | $68,494+55.9% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -18.18% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,201 | $2,746-56.3% | $3,635-67.0% | $2,596-53.7% |
| Participant deferral / active EE | $2,194 | $3,565-38.5% | $4,728-53.6% | $4,027-45.5% |
| Admin fee / account holder | $21,902 | $5,232+318.6% | $6,410+241.7% | $5,403+305.4% |