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 | $117,389 | $131,829-11.0% | $108,579+8.1% | $273,961-57.2% |
| Participation rate | 95.0% | 83.5%+11.5pp | 79.6%+15.4pp | 83.0%+12.0pp |
| Annual return | 8.67% | -91.57%+100.2pp | -51.70%+60.4pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,314 | $4,912-73.3% | $3,758-65.0% | $4,869-73.0% |
| Participant deferral / active EE | $3,742 | $5,127-27.0% | $4,311-13.2% | $5,287-29.2% |
| Admin fee / account holder | $466 | $10,252-95.5% | $7,645-93.9% | $10,132-95.4% |