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 | $73,724 | $127,386-42.1% | $115,037-35.9% | $125,391-41.2% |
| Participation rate | 81.0% | 84.2%-3.2pp | 81.4%-0.4pp | 83.2%-2.2pp |
| Annual return | -0.43% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $3,526 | $5,166-31.7% | $4,608-23.5% | $4,866-27.5% |
| Participant deferral / active EE | $7,876 | $6,423+22.6% | $6,026+30.7% | $5,352+47.2% |
| Admin fee / account holder | $4,807 | $9,516-49.5% | $8,175-41.2% | $9,540-49.6% |