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 6-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 | $38,056 | $167,307-77.3% | $143,757-73.5% | $134,475-71.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -2.13% | 0.46%-2.6pp | -0.04%-2.1pp | 417.96%-420.1pp |
| Employer contribution / active EE | $8,709 | $5,619+55.0% | $4,951+75.9% | $4,740+83.8% |
| Participant deferral / active EE | $9,037 | $6,446+40.2% | $5,637+60.3% | $6,400+41.2% |
| Admin fee / account holder | $414 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |