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 9-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 | $51,646 | $73,867-30.1% | $143,757-64.1% | $68,494-24.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.86% | 1.01%-12.9pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $5,018 | $3,184+57.6% | $4,951+1.4% | $2,596+93.3% |
| Participant deferral / active EE | $10,545 | $3,384+211.6% | $5,637+87.1% | $4,027+161.8% |
| Admin fee / account holder | $677 | $5,755-88.2% | $14,673-95.4% | $5,403-87.5% |