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 | $32,274 | $105,860-69.5% | $90,749-64.4% | $134,475-76.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.78% | -11.01%-4.8pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,691 | $3,462+6.6% | $2,921+26.4% | $4,740-22.1% |
| Participant deferral / active EE | $6,432 | $5,216+23.3% | $4,564+40.9% | $6,400+0.5% |
| Admin fee / account holder | $645 | $13,938-95.4% | $8,445-92.4% | $11,426-94.4% |