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 | $21,496 | $211,958-89.9% | $169,463-87.3% | $135,375-84.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.63% | 3.26%-7.9pp | 1.83%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,430 | $5,120-33.0% | $4,159-17.5% | $4,779-28.2% |
| Participant deferral / active EE | $3,170 | $6,075-47.8% | $5,277-39.9% | $5,609-43.5% |
| Admin fee / account holder | $1,887 | $11,471-83.5% | $9,109-79.3% | $10,827-82.6% |