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 9-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 | $55,097 | $167,484-67.1% | $151,611-63.7% | $134,475-59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.70% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,236 | $6,829-52.6% | $6,166-47.5% | $4,740-31.7% |
| Participant deferral / active EE | $11,214 | $8,986+24.8% | $8,363+34.1% | $6,400+75.2% |
| Admin fee / account holder | $7,012 | $13,783-49.1% | $11,616-39.6% | $11,426-38.6% |