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 9-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 | $118,488 | $167,307-29.2% | $143,757-17.6% | $134,475-11.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.72% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,801 | $5,619-67.9% | $4,951-63.6% | $4,740-62.0% |
| Participant deferral / active EE | $2,941 | $6,446-54.4% | $5,637-47.8% | $6,400-54.0% |
| Admin fee / account holder | $572 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |