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 | $54,465 | $82,286-33.8% | $68,791-20.8% | $134,475-59.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.83% | -2.19%-11.6pp | -6.38%-7.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,694 | $3,301-48.7% | $2,655-36.2% | $4,740-64.3% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,461 | $6,481-62.0% | $4,932-50.1% | $11,426-78.5% |