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 7-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 | $195,114 | $82,286+137.1% | $68,791+183.6% | $134,475+45.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.73% | -2.19%-15.5pp | -6.38%-11.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $31,341 | $3,301+849.5% | $2,655+1080.4% | $4,740+561.2% |
| Participant deferral / active EE | $18,828 | $4,739+297.3% | $3,941+377.7% | $6,400+194.2% |
| Admin fee / account holder | $901 | $6,481-86.1% | $4,932-81.7% | $11,426-92.1% |