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 | $45,577 | $57,354-20.5% | $83,848-45.6% | $64,186-29.0% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -1.46% | 11.38%-12.8pp | 850.88%-852.3pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,271 | $2,545-50.1% | $3,631-65.0% | $2,381-46.6% |
| Participant deferral / active EE | $2,771 | $2,993-7.4% | $4,082-32.1% | $3,470-20.1% |
| Admin fee / account holder | $8,385 | $4,046+107.3% | $5,478+53.1% | $4,888+71.5% |