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 6-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 | $87,245 | $73,867+18.1% | $143,757-39.3% | $68,494+27.4% |
| Participation rate | 78.7% | 66.7%+12.1pp | 80.3%-1.6pp | 67.9%+10.8pp |
| Annual return | -17.42% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,347 | $3,184+5.1% | $4,951-32.4% | $2,596+28.9% |
| Participant deferral / active EE | $7,963 | $3,384+135.3% | $5,637+41.3% | $4,027+97.7% |
| Admin fee / account holder | $5,413 | $5,755-5.9% | $14,673-63.1% | $5,403+0.2% |