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 | $125,028 | $100,754+24.1% | $86,677+44.2% | $134,475-7.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.48% | 29.04%-41.5pp | 35.91%-48.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $20,075 | $3,489+475.3% | $2,836+607.7% | $4,740+323.5% |
| Participant deferral / active EE | $8,191 | $5,338+53.5% | $4,656+75.9% | $6,400+28.0% |
| Admin fee / account holder | $1,555 | $10,926-85.8% | $7,493-79.2% | $11,426-86.4% |