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 | $39,823 | $105,860-62.4% | $90,749-56.1% | $134,475-70.4% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -19.56% | -11.01%-8.6pp | -12.16%-7.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,728 | $3,462-50.1% | $2,921-40.8% | $4,740-63.5% |
| Participant deferral / active EE | $7,063 | $5,216+35.4% | $4,564+54.8% | $6,400+10.4% |
| Admin fee / account holder | $25,397 | $13,938+82.2% | $8,445+200.8% | $11,426+122.3% |