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 | $27,484 | $93,024-70.5% | $77,024-64.3% | $134,475-79.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -14.04% | 62.60%-76.6pp | 42.32%-56.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,532 | $3,418-55.2% | $2,812-45.5% | $4,740-67.7% |
| Participant deferral / active EE | $3,382 | $5,238-35.4% | $4,426-23.6% | $6,400-47.2% |
| Admin fee / account holder | $353 | $6,944-94.9% | $5,425-93.5% | $11,426-96.9% |