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 | $98,992 | $152,509-35.1% | $117,472-15.7% | $134,475-26.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -17.49% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,761 | $5,571-32.5% | $4,176-9.9% | $4,740-20.6% |
| Participant deferral / active EE | $10,369 | $4,818+115.2% | $4,070+154.8% | $6,400+62.0% |
| Admin fee / account holder | $1,259 | $7,004-82.0% | $5,645-77.7% | $11,426-89.0% |