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 9-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 | $43,054 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.2pp | 67.9%+10.2pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,753 | $3,381-48.2% | $4,814-63.6% | $2,596-32.5% |
| Participant deferral / active EE | $5,799 | $6,110-5.1% | $7,446-22.1% | $4,027+44.0% |
| Admin fee / account holder | $415 | $6,275-93.4% | $10,010-95.9% | $5,403-92.3% |