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 | $25,709 | $56,199-54.3% | $67,652-62.0% | $59,632-56.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.91% | 18505.31%-18506.2pp | 6625.04%-6626.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,265 | $1,614+102.2% | $2,266+44.1% | $2,203+48.2% |
| Participant deferral / active EE | $2,118 | $2,844-25.5% | $3,560-40.5% | $3,192-33.6% |
| Admin fee / account holder | $404 | $3,958-89.8% | $4,821-91.6% | $4,297-90.6% |