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 | $60,401 | $140,588-57.0% | $123,104-50.9% | $125,391-51.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.36% | 16.80%-19.2pp | 13.22%-15.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,286 | $6,041-78.7% | $5,151-75.0% | $4,866-73.6% |
| Participant deferral / active EE | $6,864 | $6,980-1.7% | $6,230+10.2% | $5,352+28.3% |
| Admin fee / account holder | $1,679 | $11,198-85.0% | $9,015-81.4% | $9,540-82.4% |