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 5-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 | $43,844 | $59,107-25.8% | $86,436-49.3% | $68,494-36.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -17.37% | -0.23%-17.1pp | 4394.89%-4412.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,876 | $2,519+53.9% | $3,769+2.9% | $2,596+49.3% |
| Participant deferral / active EE | $9,641 | $5,901+63.4% | $6,952+38.7% | $4,027+139.4% |
| Admin fee / account holder | $4,235 | $5,637-24.9% | $6,731-37.1% | $5,403-21.6% |