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 | $37,017 | $107,791-65.7% | $90,645-59.2% | $135,375-72.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.53% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,392 | $3,018-53.9% | $2,532-45.0% | $4,779-70.9% |
| Participant deferral / active EE | $3,255 | $3,872-15.9% | $3,425-4.9% | $5,609-42.0% |
| Admin fee / account holder | $2,112 | $5,930-64.4% | $4,994-57.7% | $10,827-80.5% |