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 | $82,452 | $133,958-38.4% | $112,228-26.5% | $134,475-38.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.56% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,590 | $4,038+38.4% | $3,635+53.8% | $4,740+18.0% |
| Participant deferral / active EE | $4,766 | $5,291-9.9% | $4,728+0.8% | $6,400-25.5% |
| Admin fee / account holder | $3,515 | $7,489-53.1% | $6,410-45.2% | $11,426-69.2% |