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 | $50,998 | $78,694-35.2% | $67,652-24.6% | $125,391-59.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.44% | 9.46%-11.9pp | 6625.04%-6627.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,754 | $3,044-42.4% | $2,266-22.6% | $4,866-64.0% |
| Participant deferral / active EE | $4,217 | $4,292-1.8% | $3,560+18.5% | $5,352-21.2% |
| Admin fee / account holder | $2,508 | $7,403-66.1% | $4,821-48.0% | $9,540-73.7% |