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 8-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 | $72,753 | $167,484-56.6% | $151,611-52.0% | $134,475-45.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.29% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $7,280 | $6,829+6.6% | $6,166+18.1% | $4,740+53.6% |
| Participant deferral / active EE | $10,978 | $8,986+22.2% | $8,363+31.3% | $6,400+71.5% |
| Admin fee / account holder | $3,549 | $13,783-74.3% | $11,616-69.4% | $11,426-68.9% |