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 | $16,065 | $54,229-70.4% | $70,092-77.1% | $68,494-76.5% |
| Participation rate | 83.7% | 64.5%+19.2pp | 70.5%+13.2pp | 67.9%+15.8pp |
| Annual return | -14.17% | -13.87%-0.3pp | 190.73%-204.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,023 | $2,018-49.3% | $2,559-60.0% | $2,596-60.6% |
| Participant deferral / active EE | $1,807 | $2,956-38.9% | $3,849-53.1% | $4,027-55.1% |
| Admin fee / account holder | $4,007 | $4,694-14.6% | $6,267-36.1% | $5,403-25.8% |