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 | $32,379 | $72,404-55.3% | $110,238-70.6% | $64,186-49.6% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.2pp |
| Annual return | -7.61% | -6.29%-1.3pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,429 | $2,282+50.3% | $3,826-10.4% | $2,381+44.0% |
| Participant deferral / active EE | $2,214 | $3,469-36.2% | $4,672-52.6% | $3,470-36.2% |
| Admin fee / account holder | $2,458 | $5,664-56.6% | $8,547-71.2% | $4,888-49.7% |