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 | $175,654 | $100,754+74.3% | $86,677+102.7% | $134,475+30.6% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -16.35% | 29.04%-45.4pp | 35.91%-52.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,236 | $3,489+164.7% | $2,836+225.6% | $4,740+94.9% |
| Participant deferral / active EE | $7,271 | $5,338+36.2% | $4,656+56.2% | $6,400+13.6% |
| Admin fee / account holder | $7,354 | $10,926-32.7% | $7,493-1.9% | $11,426-35.6% |