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 | $207,658 | $211,958-2.0% | $169,463+22.5% | $135,375+53.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.68% | 3.26%-5.9pp | 1.83%-4.5pp | 519.73%-522.4pp |
| Employer contribution / active EE | $5,800 | $5,120+13.3% | $4,159+39.5% | $4,779+21.4% |
| Participant deferral / active EE | $14,000 | $6,075+130.5% | $5,277+165.3% | $5,609+149.6% |
| Admin fee / account holder | $1,243 | $11,471-89.2% | $9,109-86.4% | $10,827-88.5% |