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 | $129,334 | $105,860+22.2% | $90,749+42.5% | $134,475-3.8% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -10.93% | -11.01%+0.1pp | -12.16%+1.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,139 | $3,462-67.1% | $2,921-61.0% | $4,740-76.0% |
| Participant deferral / active EE | $4,388 | $5,216-15.9% | $4,564-3.9% | $6,400-31.4% |
| Admin fee / account holder | $1,670 | $13,938-88.0% | $8,445-80.2% | $11,426-85.4% |