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 | $29,979 | $82,664-63.7% | $125,339-76.1% | $68,494-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.61% | -5.97%+1.4pp | 572.05%-576.7pp | -7.84%+3.2pp |
| Employer contribution / active EE | $3,217 | $3,381-4.8% | $4,814-33.2% | $2,596+23.9% |
| Participant deferral / active EE | $10,019 | $6,110+64.0% | $7,446+34.5% | $4,027+148.8% |
| Admin fee / account holder | $3,319 | $6,275-47.1% | $10,010-66.8% | $5,403-38.6% |