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 | $12,991 | $133,958-90.3% | $112,228-88.4% | $134,475-90.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.35% | 47.11%-47.5pp | 27.45%-27.8pp | 417.96%-418.3pp |
| Employer contribution / active EE | $1,650 | $4,038-59.1% | $3,635-54.6% | $4,740-65.2% |
| Participant deferral / active EE | $3,416 | $5,291-35.4% | $4,728-27.8% | $6,400-46.6% |
| Admin fee / account holder | $1,819 | $7,489-75.7% | $6,410-71.6% | $11,426-84.1% |