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 | $53,705 | $76,000-29.3% | $154,107-65.2% | $64,186-16.3% |
| Participation rate | 90.8% | 70.4%+20.4pp | 83.0%+7.7pp | 69.6%+21.2pp |
| Annual return | -6.34% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,407 | $3,351-28.2% | $5,298-54.6% | $2,381+1.1% |
| Participant deferral / active EE | $3,829 | $3,175+20.6% | $5,081-24.6% | $3,470+10.4% |
| Admin fee / account holder | $335 | $5,596-94.0% | $13,411-97.5% | $4,888-93.2% |