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 | $98,303 | $92,222+6.6% | $76,768+28.1% | $135,375-27.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.61% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $8,058 | $3,216+150.6% | $2,485+224.3% | $4,779+68.6% |
| Participant deferral / active EE | $6,566 | $4,509+45.6% | $3,852+70.5% | $5,609+17.1% |
| Admin fee / account holder | $1,723 | $10,748-84.0% | $6,675-74.2% | $10,827-84.1% |