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 | $25,738 | $76,000-66.1% | $154,107-83.3% | $64,186-59.9% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -4.57% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,342 | $3,351-59.9% | $5,298-74.7% | $2,381-43.6% |
| Participant deferral / active EE | $3,841 | $3,175+21.0% | $5,081-24.4% | $3,470+10.7% |
| Admin fee / account holder | $2,833 | $5,596-49.4% | $13,411-78.9% | $4,888-42.0% |