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 | $33,852 | $107,791-68.6% | $90,645-62.7% | $135,375-75.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.35% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,211 | $3,018-26.7% | $2,532-12.7% | $4,779-53.7% |
| Participant deferral / active EE | $2,912 | $3,872-24.8% | $3,425-15.0% | $5,609-48.1% |
| Admin fee / account holder | $1,644 | $5,930-72.3% | $4,994-67.1% | $10,827-84.8% |