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 | $136,632 | $67,331+102.9% | $60,874+124.5% | $134,475+1.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.03% | 49.93%-70.0pp | 16.90%-36.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $6,029 | $3,096+94.7% | $2,701+123.2% | $4,740+27.2% |
| Participant deferral / active EE | $12,095 | $4,538+166.5% | $3,817+216.9% | $6,400+89.0% |
| Admin fee / account holder | $2,289 | $4,582-50.0% | $3,224-29.0% | $11,426-80.0% |