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 9-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 | $37,992 | $87,540-56.6% | $75,781-49.9% | $125,391-69.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.22% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,654 | $3,930-57.9% | $3,323-50.2% | $4,866-66.0% |
| Participant deferral / active EE | $2,953 | $4,229-30.2% | $3,651-19.1% | $5,352-44.8% |
| Admin fee / account holder | $1,616 | $6,502-75.1% | $5,299-69.5% | $9,540-83.1% |