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 | $34,067 | $167,307-79.6% | $143,757-76.3% | $134,475-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.32% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,953 | $5,619-47.4% | $4,951-40.4% | $4,740-37.7% |
| Participant deferral / active EE | $6,058 | $6,446-6.0% | $5,637+7.5% | $6,400-5.3% |
| Admin fee / account holder | $1,166 | $18,088-93.6% | $14,673-92.1% | $11,426-89.8% |