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 | $76,016 | $105,860-28.2% | $90,749-16.2% | $134,475-43.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -17.76% | -11.01%-6.7pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,483 | $3,462-57.2% | $2,921-49.2% | $4,740-68.7% |
| Participant deferral / active EE | $1,843 | $5,216-64.7% | $4,564-59.6% | $6,400-71.2% |
| Admin fee / account holder | $1,496 | $13,938-89.3% | $8,445-82.3% | $11,426-86.9% |