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 | $30,469 | $54,229-43.8% | $70,092-56.5% | $68,494-55.5% |
| Participation rate | 86.7% | 64.5%+22.3pp | 70.5%+16.3pp | 67.9%+18.9pp |
| Annual return | -1.75% | -13.87%+12.1pp | 190.73%-192.5pp | -7.84%+6.1pp |
| Employer contribution / active EE | $1,235 | $2,018-38.8% | $2,559-51.7% | $2,596-52.4% |
| Participant deferral / active EE | $3,148 | $2,956+6.5% | $3,849-18.2% | $4,027-21.8% |
| Admin fee / account holder | $1,672 | $4,694-64.4% | $6,267-73.3% | $5,403-69.0% |