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 | $94,402 | $72,404+30.4% | $110,238-14.4% | $64,186+47.1% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.4pp |
| Annual return | -4.12% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,592 | $2,282+13.6% | $3,826-32.3% | $2,381+8.9% |
| Participant deferral / active EE | $10,163 | $3,469+192.9% | $4,672+117.5% | $3,470+192.9% |
| Admin fee / account holder | $12,146 | $5,664+114.4% | $8,547+42.1% | $4,888+148.5% |