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 | $145,303 | $76,000+91.2% | $154,107-5.7% | $64,186+126.4% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | -7.13% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,882 | $3,351+135.2% | $5,298+48.8% | $2,381+231.0% |
| Participant deferral / active EE | $5,612 | $3,175+76.7% | $5,081+10.5% | $3,470+61.7% |
| Admin fee / account holder | $383 | $5,596-93.2% | $13,411-97.1% | $4,888-92.2% |