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 | $154,348 | $95,862+61.0% | $79,550+94.0% | $134,475+14.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 2.86% | -2.69%+5.5pp | 0.16%+2.7pp | 417.96%-415.1pp |
| Employer contribution / active EE | $12,914 | $3,128+312.9% | $2,413+435.2% | $4,740+172.5% |
| Participant deferral / active EE | $10,500 | $4,693+123.7% | $3,985+163.5% | $6,400+64.1% |
| Admin fee / account holder | $2,793 | $9,126-69.4% | $6,832-59.1% | $11,426-75.6% |