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 | $206,018 | $92,222+123.4% | $76,768+168.4% | $135,375+52.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.99% | 5.46%-9.4pp | 2.43%-6.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,304 | $3,216-28.4% | $2,485-7.3% | $4,779-51.8% |
| Participant deferral / active EE | $6,382 | $4,509+41.5% | $3,852+65.7% | $5,609+13.8% |
| Admin fee / account holder | $5,196 | $10,748-51.7% | $6,675-22.2% | $10,827-52.0% |