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 | $21,053 | $75,828-72.2% | $147,614-85.7% | $59,632-64.7% |
| Participation rate | 73.3% | 71.6%+1.7pp | 84.6%-11.4pp | 68.7%+4.6pp |
| Annual return | -0.45% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,192 | $3,485-65.8% | $5,564-78.6% | $2,203-45.9% |
| Participant deferral / active EE | $2,965 | $3,130-5.3% | $4,895-39.4% | $3,192-7.1% |
| Admin fee / account holder | $4,369 | $5,985-27.0% | $11,611-62.4% | $4,297+1.7% |