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 | $65,057 | $44,103+47.5% | $75,826-14.2% | $64,186+1.4% |
| Participation rate | 89.7% | 62.7%+27.0pp | 68.2%+21.5pp | 69.6%+20.2pp |
| Annual return | -7.81% | -4.72%-3.1pp | 1914.15%-1922.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,810 | $1,446+25.2% | $1,913-5.4% | $2,381-24.0% |
| Participant deferral / active EE | $3,618 | $2,204+64.1% | $2,862+26.4% | $3,470+4.3% |
| Admin fee / account holder | $677 | $3,506-80.7% | $4,726-85.7% | $4,888-86.2% |