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 | $13,125 | $82,286-84.0% | $68,791-80.9% | $134,475-90.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.44% | -2.19%-13.2pp | -6.38%-9.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,276 | $3,301-31.1% | $2,655-14.3% | $4,740-52.0% |
| Participant deferral / active EE | $4,920 | $4,739+3.8% | $3,941+24.8% | $6,400-23.1% |
| Admin fee / account holder | $1,507 | $6,481-76.7% | $4,932-69.4% | $11,426-86.8% |