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 | $78,366 | $95,862-18.3% | $79,550-1.5% | $134,475-41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.24% | -2.69%-16.6pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $13,388 | $3,128+328.0% | $2,413+454.8% | $4,740+182.5% |
| Participant deferral / active EE | $7,083 | $4,693+50.9% | $3,985+77.7% | $6,400+10.7% |
| Admin fee / account holder | $4,779 | $9,126-47.6% | $6,832-30.0% | $11,426-58.2% |