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 9-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 | $140,972 | $158,817-11.2% | $121,196+16.3% | $135,375+4.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.80% | -0.64%-8.2pp | 16.93%-25.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $16,211 | $5,665+186.2% | $4,022+303.1% | $4,779+239.2% |
| Participant deferral / active EE | $9,212 | $4,005+130.0% | $3,344+175.4% | $5,609+64.2% |
| Admin fee / account holder | $2,091 | $6,512-67.9% | $5,019-58.3% | $10,827-80.7% |