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 6-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 | $137,280 | $167,484-18.0% | $151,611-9.5% | $134,475+2.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.72% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $17,995 | $6,829+163.5% | $6,166+191.8% | $4,740+279.7% |
| Participant deferral / active EE | $18,200 | $8,986+102.5% | $8,363+117.6% | $6,400+184.4% |
| Admin fee / account holder | $1,275 | $13,783-90.7% | $11,616-89.0% | $11,426-88.8% |