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 6-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 | $36,154 | $133,958-73.0% | $112,228-67.8% | $134,475-73.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.77% | 47.11%-50.9pp | 27.45%-31.2pp | 417.96%-421.7pp |
| Employer contribution / active EE | $11,710 | $4,038+190.0% | $3,635+222.2% | $4,740+147.1% |
| Participant deferral / active EE | $2,743 | $5,291-48.1% | $4,728-42.0% | $6,400-57.1% |
| Admin fee / account holder | $486 | $7,489-93.5% | $6,410-92.4% | $11,426-95.7% |