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 | $28,821 | $76,000-62.1% | $154,107-81.3% | $64,186-55.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.33% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,155 | $3,351-65.5% | $5,298-78.2% | $2,381-51.5% |
| Participant deferral / active EE | $2,608 | $3,175-17.9% | $5,081-48.7% | $3,470-24.8% |
| Admin fee / account holder | $1,748 | $5,596-68.8% | $13,411-87.0% | $4,888-64.2% |