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 | $22,351 | $67,331-66.8% | $60,874-63.3% | $134,475-83.4% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.1%+3.8pp | 81.2%-4.3pp |
| Annual return | -1.77% | 49.93%-51.7pp | 16.90%-18.7pp | 417.96%-419.7pp |
| Employer contribution / active EE | $553 | $3,096-82.2% | $2,701-79.5% | $4,740-88.3% |
| Participant deferral / active EE | $2,413 | $4,538-46.8% | $3,817-36.8% | $6,400-62.3% |
| Admin fee / account holder | $572 | $4,582-87.5% | $3,224-82.3% | $11,426-95.0% |