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 | $127,863 | $54,350+135.3% | $82,719+54.6% | $68,494+86.7% |
| Participation rate | 86.5% | 63.9%+22.6pp | 72.6%+14.0pp | 67.9%+18.7pp |
| Annual return | -12.44% | -13.67%+1.2pp | 701.18%-713.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $433 | $2,218-80.5% | $3,009-85.6% | $2,596-83.3% |
| Participant deferral / active EE | $7,221 | $3,246+122.5% | $4,395+64.3% | $4,027+79.3% |
| Admin fee / account holder | $10,182 | $4,395+131.6% | $5,329+91.1% | $5,403+88.5% |