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 | $162,539 | $43,483+273.8% | $54,726+197.0% | $64,186+153.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -7.01% | -1.03%-6.0pp | -4.56%-2.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $8,721 | $2,632+231.4% | $3,449+152.8% | $2,381+266.3% |
| Participant deferral / active EE | $9,185 | $3,102+196.1% | $3,953+132.4% | $3,470+164.7% |
| Admin fee / account holder | $4,644 | $4,250+9.3% | $3,818+21.7% | $4,888-5.0% |