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 10-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 | $18,219 | $82,286-77.9% | $68,791-73.5% | $134,475-86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.35% | -2.19%-15.2pp | -6.38%-11.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $609 | $3,301-81.6% | $2,655-77.1% | $4,740-87.2% |
| Participant deferral / active EE | $1,495 | $4,739-68.5% | $3,941-62.1% | $6,400-76.6% |
| Admin fee / account holder | $2,311 | $6,481-64.3% | $4,932-53.1% | $11,426-79.8% |