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 | $49,975 | $73,867-32.3% | $143,757-65.2% | $68,494-27.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.18% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,277 | $3,184+34.3% | $4,951-13.6% | $2,596+64.8% |
| Participant deferral / active EE | $3,744 | $3,384+10.6% | $5,637-33.6% | $4,027-7.0% |
| Admin fee / account holder | $4,830 | $5,755-16.1% | $14,673-67.1% | $5,403-10.6% |