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 | $27,490 | $85,790-68.0% | $67,313-59.2% | $135,375-79.7% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | -7.05% | -0.54%-6.5pp | -4.08%-3.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,767 | $3,487-49.3% | $2,566-31.1% | $4,779-63.0% |
| Participant deferral / active EE | $2,756 | $4,651-40.7% | $3,568-22.8% | $5,609-50.9% |
| Admin fee / account holder | $482 | $6,392-92.5% | $4,507-89.3% | $10,827-95.5% |