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 | $130,542 | $83,908+55.6% | $68,509+90.5% | $125,391+4.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 1.63% | 14.48%-12.8pp | 8.27%-6.6pp | 282.22%-280.6pp |
| Employer contribution / active EE | $9,144 | $3,031+201.7% | $2,278+301.5% | $4,866+87.9% |
| Participant deferral / active EE | $4,000 | $4,125-3.0% | $3,382+18.3% | $5,352-25.3% |
| Admin fee / account holder | $608 | $8,982-93.2% | $5,275-88.5% | $9,540-93.6% |