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 7-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 | $31,772 | $93,024-65.8% | $77,024-58.8% | $134,475-76.4% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -20.82% | 62.60%-83.4pp | 42.32%-63.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $7,346 | $3,418+114.9% | $2,812+161.2% | $4,740+55.0% |
| Participant deferral / active EE | $4,638 | $5,238-11.4% | $4,426+4.8% | $6,400-27.5% |
| Admin fee / account holder | $1,054 | $6,944-84.8% | $5,425-80.6% | $11,426-90.8% |