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 | $177,015 | $97,044+82.4% | $83,333+112.4% | $135,375+30.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.57% | 12.31%-15.9pp | 10.63%-14.2pp | 519.73%-523.3pp |
| Employer contribution / active EE | $614 | $4,143-85.2% | $3,379-81.8% | $4,779-87.1% |
| Participant deferral / active EE | $12,461 | $5,964+108.9% | $5,565+123.9% | $5,609+122.2% |
| Admin fee / account holder | $48,103 | $8,380+474.1% | $7,510+540.5% | $10,827+344.3% |