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 | $29,246 | $72,404-59.6% | $110,238-73.5% | $64,186-54.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.35% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,180 | $2,282+39.4% | $3,826-16.9% | $2,381+33.6% |
| Participant deferral / active EE | $2,168 | $3,469-37.5% | $4,672-53.6% | $3,470-37.5% |
| Admin fee / account holder | $2,346 | $5,664-58.6% | $8,547-72.6% | $4,888-52.0% |