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 | $48,580 | $82,664-41.2% | $125,339-61.2% | $68,494-29.1% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,205 | $3,381-34.8% | $4,814-54.2% | $2,596-15.1% |
| Participant deferral / active EE | $6,516 | $6,110+6.6% | $7,446-12.5% | $4,027+61.8% |
| Admin fee / account holder | $408 | $6,275-93.5% | $10,010-95.9% | $5,403-92.5% |