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 | $26,914 | $167,484-83.9% | $151,611-82.2% | $134,475-80.0% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -20.87% | 7.80%-28.7pp | 3.33%-24.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,948 | $6,829-56.8% | $6,166-52.2% | $4,740-37.8% |
| Participant deferral / active EE | $4,778 | $8,986-46.8% | $8,363-42.9% | $6,400-25.3% |
| Admin fee / account holder | $1,481 | $13,783-89.3% | $11,616-87.2% | $11,426-87.0% |