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 | $56,110 | $73,867-24.0% | $143,757-61.0% | $68,494-18.1% |
| Participation rate | 95.7% | 66.7%+29.1pp | 80.3%+15.4pp | 67.9%+27.9pp |
| Annual return | -14.52% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,267 | $3,184+65.4% | $4,951+6.4% | $2,596+102.9% |
| Participant deferral / active EE | $1,226 | $3,384-63.8% | $5,637-78.3% | $4,027-69.6% |
| Admin fee / account holder | $1,933 | $5,755-66.4% | $14,673-86.8% | $5,403-64.2% |