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 | $69,937 | $142,344-50.9% | $119,609-41.5% | $134,475-48.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -12.41% | -12.44%0pp | -14.97%+2.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,116 | $5,222-21.2% | $4,232-2.7% | $4,740-13.2% |
| Participant deferral / active EE | $10,696 | $6,469+65.3% | $5,602+90.9% | $6,400+67.1% |
| Admin fee / account holder | $7,407 | $13,584-45.5% | $10,323-28.2% | $11,426-35.2% |