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 | $167,620 | $100,754+66.4% | $86,677+93.4% | $134,475+24.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.59% | 29.04%-41.6pp | 35.91%-48.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,875 | $3,489+11.1% | $2,836+36.6% | $4,740-18.2% |
| Participant deferral / active EE | $17,549 | $5,338+228.8% | $4,656+276.9% | $6,400+174.2% |
| Admin fee / account holder | $3,281 | $10,926-70.0% | $7,493-56.2% | $11,426-71.3% |