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 | $190,716 | $100,754+89.3% | $86,677+120.0% | $134,475+41.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.66% | 29.04%-39.7pp | 35.91%-46.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,600 | $3,489-25.5% | $2,836-8.3% | $4,740-45.1% |
| Participant deferral / active EE | $8,728 | $5,338+63.5% | $4,656+87.5% | $6,400+36.4% |
| Admin fee / account holder | $2,581 | $10,926-76.4% | $7,493-65.6% | $11,426-77.4% |