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 8-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 | $15,916 | $93,024-82.9% | $77,024-79.3% | $134,475-88.2% |
| Participation rate | 82.4% | 74.5%+7.9pp | 67.9%+14.4pp | 81.2%+1.1pp |
| Annual return | -17.54% | 62.60%-80.1pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,577 | $3,418-24.6% | $2,812-8.4% | $4,740-45.6% |
| Participant deferral / active EE | $3,405 | $5,238-35.0% | $4,426-23.1% | $6,400-46.8% |
| Admin fee / account holder | $777 | $6,944-88.8% | $5,425-85.7% | $11,426-93.2% |