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 | $102,292 | $82,664+23.7% | $125,339-18.4% | $68,494+49.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -13.09% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,713 | $3,381-49.3% | $4,814-64.4% | $2,596-34.0% |
| Participant deferral / active EE | $7,719 | $6,110+26.3% | $7,446+3.7% | $4,027+91.7% |
| Admin fee / account holder | $1,797 | $6,275-71.4% | $10,010-82.0% | $5,403-66.7% |