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 | $57,190 | $82,664-30.8% | $125,339-54.4% | $68,494-16.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.30% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,736 | $3,381+69.7% | $4,814+19.2% | $2,596+120.9% |
| Participant deferral / active EE | $5,548 | $6,110-9.2% | $7,446-25.5% | $4,027+37.8% |
| Admin fee / account holder | $1,086 | $6,275-82.7% | $10,010-89.2% | $5,403-79.9% |