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 | $43,083 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -8.54% | -5.97%-2.6pp | 572.05%-580.6pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,971 | $3,381-41.7% | $4,814-59.1% | $2,596-24.1% |
| Participant deferral / active EE | $2,840 | $6,110-53.5% | $7,446-61.9% | $4,027-29.5% |
| Admin fee / account holder | $1,744 | $6,275-72.2% | $10,010-82.6% | $5,403-67.7% |