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 | $238,486 | $167,484+42.4% | $151,611+57.3% | $134,475+77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.84% | 7.80%-13.6pp | 3.33%-9.2pp | 417.96%-423.8pp |
| Employer contribution / active EE | $7,835 | $6,829+14.7% | $6,166+27.1% | $4,740+65.3% |
| Participant deferral / active EE | $17,269 | $8,986+92.2% | $8,363+106.5% | $6,400+169.8% |
| Admin fee / account holder | $13,104 | $13,783-4.9% | $11,616+12.8% | $11,426+14.7% |