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 | $82,895 | $69,010+20.1% | $159,960-48.2% | $68,494+21.0% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -15.19% | -9.65%-5.5pp | 408.60%-423.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,871 | $2,213+120.1% | $4,226+15.3% | $2,596+87.6% |
| Participant deferral / active EE | $5,197 | $4,212+23.4% | $6,182-15.9% | $4,027+29.0% |
| Admin fee / account holder | $904 | $4,798-81.2% | $8,698-89.6% | $5,403-83.3% |