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 | $36,115 | $92,222-60.8% | $76,768-53.0% | $135,375-73.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.39% | 5.46%-13.9pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,087 | $3,216+27.1% | $2,485+64.5% | $4,779-14.5% |
| Participant deferral / active EE | $9,124 | $4,509+102.4% | $3,852+136.9% | $5,609+62.7% |
| Admin fee / account holder | $4,202 | $10,748-60.9% | $6,675-37.0% | $10,827-61.2% |