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 6-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 | $132,961 | $82,664+60.8% | $125,339+6.1% | $68,494+94.1% |
| Participation rate | 96.6% | 75.0%+21.6pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.38% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,030 | $3,381-69.5% | $4,814-78.6% | $2,596-60.3% |
| Participant deferral / active EE | $10,645 | $6,110+74.2% | $7,446+43.0% | $4,027+164.3% |
| Admin fee / account holder | $3,515 | $6,275-44.0% | $10,010-64.9% | $5,403-34.9% |