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 | $21,091 | $95,862-78.0% | $79,550-73.5% | $134,475-84.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.46% | -2.69%-5.8pp | 0.16%-8.6pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,930 | $3,128-38.3% | $2,413-20.0% | $4,740-59.3% |
| Participant deferral / active EE | $2,407 | $4,693-48.7% | $3,985-39.6% | $6,400-62.4% |
| Admin fee / account holder | $1,582 | $9,126-82.7% | $6,832-76.8% | $11,426-86.2% |