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 | $51,522 | $85,790-39.9% | $67,313-23.5% | $135,375-61.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.24% | -0.54%-7.7pp | -4.08%-4.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,082 | $3,487+45.7% | $2,566+98.1% | $4,779+6.3% |
| Participant deferral / active EE | $8,175 | $4,651+75.8% | $3,568+129.1% | $5,609+45.8% |
| Admin fee / account holder | $774 | $6,392-87.9% | $4,507-82.8% | $10,827-92.8% |