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 | $38,415 | $105,860-63.7% | $90,749-57.7% | $134,475-71.4% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.7%+13.8pp | 81.2%+8.3pp |
| Annual return | -17.11% | -11.01%-6.1pp | -12.16%-4.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,084 | $3,462+18.0% | $2,921+39.8% | $4,740-13.8% |
| Participant deferral / active EE | $3,130 | $5,216-40.0% | $4,564-31.4% | $6,400-51.1% |
| Admin fee / account holder | $1,957 | $13,938-86.0% | $8,445-76.8% | $11,426-82.9% |