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 | $22,885 | $152,509-85.0% | $117,472-80.5% | $134,475-83.0% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -20.26% | 52.99%-73.3pp | 29.74%-50.0pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,336 | $5,571-58.1% | $4,176-44.1% | $4,740-50.7% |
| Participant deferral / active EE | $5,030 | $4,818+4.4% | $4,070+23.6% | $6,400-21.4% |
| Admin fee / account holder | $783 | $7,004-88.8% | $5,645-86.1% | $11,426-93.1% |