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 | $117,662 | $107,791+9.2% | $90,645+29.8% | $135,375-13.1% |
| Participation rate | 78.6% | 78.0%+0.5pp | 74.0%+4.5pp | 82.6%-4.1pp |
| Annual return | -5.75% | -0.90%-4.9pp | 1.88%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,061 | $3,018-31.7% | $2,532-18.6% | $4,779-56.9% |
| Participant deferral / active EE | $4,384 | $3,872+13.2% | $3,425+28.0% | $5,609-21.8% |
| Admin fee / account holder | $657 | $5,930-88.9% | $4,994-86.8% | $10,827-93.9% |