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 | $126,062 | $76,000+65.9% | $154,107-18.2% | $64,186+96.4% |
| Participation rate | 81.5% | 70.4%+11.1pp | 83.0%-1.6pp | 69.6%+11.9pp |
| Annual return | -7.83% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,384 | $3,351-58.7% | $5,298-73.9% | $2,381-41.9% |
| Participant deferral / active EE | $4,034 | $3,175+27.0% | $5,081-20.6% | $3,470+16.3% |
| Admin fee / account holder | $2,923 | $5,596-47.8% | $13,411-78.2% | $4,888-40.2% |