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 | $109,830 | $133,958-18.0% | $112,228-2.1% | $134,475-18.3% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -20.05% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,385 | $4,038-16.2% | $3,635-6.9% | $4,740-28.6% |
| Participant deferral / active EE | $5,055 | $5,291-4.5% | $4,728+6.9% | $6,400-21.0% |
| Admin fee / account holder | $7,375 | $7,489-1.5% | $6,410+15.1% | $11,426-35.5% |