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 | $60,053 | $49,177+22.1% | $79,464-24.4% | $64,186-6.4% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -7.68% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $6,532 | $2,076+214.6% | $2,800+133.3% | $2,381+174.4% |
| Participant deferral / active EE | $5,787 | $2,821+105.1% | $3,704+56.3% | $3,470+66.8% |
| Admin fee / account holder | $3,772 | $3,839-1.7% | $5,113-26.2% | $4,888-22.8% |