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 | $179,005 | $82,286+117.5% | $68,791+160.2% | $134,475+33.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -10.79% | -2.19%-8.6pp | -6.38%-4.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,692 | $3,301-18.4% | $2,655+1.4% | $4,740-43.2% |
| Participant deferral / active EE | $2,472 | $4,739-47.8% | $3,941-37.3% | $6,400-61.4% |
| Admin fee / account holder | $6,722 | $6,481+3.7% | $4,932+36.3% | $11,426-41.2% |