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 6-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 | $13,962 | $54,229-74.3% | $70,092-80.1% | $68,494-79.6% |
| Participation rate | 81.3% | 64.5%+16.8pp | 70.5%+10.8pp | 67.9%+13.4pp |
| Annual return | -19.22% | -13.87%-5.3pp | 190.73%-209.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,178 | $2,018+7.9% | $2,559-14.9% | $2,596-16.1% |
| Participant deferral / active EE | $3,499 | $2,956+18.4% | $3,849-9.1% | $4,027-13.1% |
| Admin fee / account holder | $999 | $4,694-78.7% | $6,267-84.1% | $5,403-81.5% |