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 | $49,173 | $142,344-65.5% | $119,609-58.9% | $134,475-63.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.09% | -12.44%+10.4pp | -14.97%+12.9pp | 417.96%-420.1pp |
| Employer contribution / active EE | $7,202 | $5,222+37.9% | $4,232+70.2% | $4,740+51.9% |
| Participant deferral / active EE | $4,300 | $6,469-33.5% | $5,602-23.3% | $6,400-32.8% |
| Admin fee / account holder | $908 | $13,584-93.3% | $10,323-91.2% | $11,426-92.1% |