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 | $92,443 | $57,354+61.2% | $83,848+10.3% | $64,186+44.0% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,138 | $2,545-55.3% | $3,631-68.6% | $2,381-52.2% |
| Participant deferral / active EE | $5,080 | $2,993+69.7% | $4,082+24.5% | $3,470+46.4% |
| Admin fee / account holder | $309 | $4,046-92.4% | $5,478-94.4% | $4,888-93.7% |