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 | $82,415 | $105,860-22.1% | $90,749-9.2% | $134,475-38.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -6.11% | -11.01%+4.9pp | -12.16%+6.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $13,379 | $3,462+286.4% | $2,921+358.0% | $4,740+182.3% |
| Participant deferral / active EE | $4,540 | $5,216-13.0% | $4,564-0.5% | $6,400-29.1% |
| Admin fee / account holder | $793 | $13,938-94.3% | $8,445-90.6% | $11,426-93.1% |