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 | $39,767 | $117,690-66.2% | $71,735-44.6% | $134,475-70.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -20.94% | 25.44%-46.4pp | 9.14%-30.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,952 | $2,525-22.7% | $1,704+14.5% | $4,740-58.8% |
| Participant deferral / active EE | $8,114 | $3,759+115.8% | $2,658+205.3% | $6,400+26.8% |
| Admin fee / account holder | $698 | $6,379-89.1% | $3,974-82.4% | $11,426-93.9% |