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 | $26,456 | $158,817-83.3% | $121,196-78.2% | $135,375-80.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.02% | -0.64%-1.4pp | 16.93%-19.0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,000 | $5,665-82.3% | $4,022-75.1% | $4,779-79.1% |
| Participant deferral / active EE | $17,729 | $4,005+342.7% | $3,344+430.1% | $5,609+216.1% |
| Admin fee / account holder | $377 | $6,512-94.2% | $5,019-92.5% | $10,827-96.5% |