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 | $26,413 | $49,177-46.3% | $79,464-66.8% | $64,186-58.8% |
| Participation rate | 84.8% | 65.0%+19.8pp | 73.3%+11.5pp | 69.6%+15.3pp |
| Annual return | -7.25% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,028 | $2,076+45.8% | $2,800+8.1% | $2,381+27.2% |
| Participant deferral / active EE | $2,827 | $2,821+0.2% | $3,704-23.7% | $3,470-18.5% |
| Admin fee / account holder | $2,878 | $3,839-25.0% | $5,113-43.7% | $4,888-41.1% |