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 | $83,939 | $64,707+29.7% | $112,228-25.2% | $68,494+22.5% |
| Participation rate | 81.6% | 67.2%+14.4pp | 75.1%+6.5pp | 67.9%+13.7pp |
| Annual return | -8.60% | -11.40%+2.8pp | 27.45%-36.1pp | -7.84%-0.8pp |
| Employer contribution / active EE | $2,114 | $2,746-23.0% | $3,635-41.8% | $2,596-18.6% |
| Participant deferral / active EE | $6,008 | $3,565+68.5% | $4,728+27.1% | $4,027+49.2% |
| Admin fee / account holder | $7,575 | $5,232+44.8% | $6,410+18.2% | $5,403+40.2% |