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 | $81,184 | $97,044-16.3% | $83,333-2.6% | $135,375-40.0% |
| Participation rate | 86.7% | 80.4%+6.3pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -5.46% | 12.31%-17.8pp | 10.63%-16.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,807 | $4,143-56.4% | $3,379-46.5% | $4,779-62.2% |
| Participant deferral / active EE | $3,624 | $5,964-39.2% | $5,565-34.9% | $5,609-35.4% |
| Admin fee / account holder | $36,410 | $8,380+334.5% | $7,510+384.8% | $10,827+236.3% |