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 | $47,562 | $82,286-42.2% | $68,791-30.9% | $134,475-64.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -13.47% | -2.19%-11.3pp | -6.38%-7.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,310 | $3,301+0.3% | $2,655+24.7% | $4,740-30.2% |
| Participant deferral / active EE | $1,273 | $4,739-73.1% | $3,941-67.7% | $6,400-80.1% |
| Admin fee / account holder | $3,635 | $6,481-43.9% | $4,932-26.3% | $11,426-68.2% |