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 9-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 | $13,779 | $95,862-85.6% | $79,550-82.7% | $134,475-89.8% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -16.61% | -2.69%-13.9pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $649 | $3,128-79.2% | $2,413-73.1% | $4,740-86.3% |
| Participant deferral / active EE | $1,843 | $4,693-60.7% | $3,985-53.7% | $6,400-71.2% |
| Admin fee / account holder | $438 | $9,126-95.2% | $6,832-93.6% | $11,426-96.2% |