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 | $158,615 | $211,958-25.2% | $169,463-6.4% | $135,375+17.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.78% | 3.26%-8.0pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,644 | $5,120+29.8% | $4,159+59.7% | $4,779+39.0% |
| Participant deferral / active EE | $2,571 | $6,075-57.7% | $5,277-51.3% | $5,609-54.2% |
| Admin fee / account holder | $706 | $11,471-93.8% | $9,109-92.2% | $10,827-93.5% |