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 7-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 | $34,938 | $95,862-63.6% | $79,550-56.1% | $134,475-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.29% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,197 | $3,128+2.2% | $2,413+32.5% | $4,740-32.6% |
| Participant deferral / active EE | $5,598 | $4,693+19.3% | $3,985+40.5% | $6,400-12.5% |
| Admin fee / account holder | $1,541 | $9,126-83.1% | $6,832-77.4% | $11,426-86.5% |