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 | $70,536 | $142,344-50.4% | $119,609-41.0% | $134,475-47.5% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -14.69% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,089 | $5,222-60.0% | $4,232-50.6% | $4,740-55.9% |
| Participant deferral / active EE | $5,882 | $6,469-9.1% | $5,602+5.0% | $6,400-8.1% |
| Admin fee / account holder | $855 | $13,584-93.7% | $10,323-91.7% | $11,426-92.5% |