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 | $115,325 | $49,177+134.5% | $79,464+45.1% | $64,186+79.7% |
| Participation rate | 74.0% | 65.0%+9.0pp | 73.3%+0.7pp | 69.6%+4.4pp |
| Annual return | -2.85% | -1.16%-1.7pp | 718.14%-721.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,105 | $2,076+1.4% | $2,800-24.8% | $2,381-11.6% |
| Participant deferral / active EE | $4,973 | $2,821+76.2% | $3,704+34.3% | $3,470+43.3% |
| Admin fee / account holder | $1,446 | $3,839-62.3% | $5,113-71.7% | $4,888-70.4% |