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 | $115,213 | $54,229+112.5% | $70,092+64.4% | $68,494+68.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -13.80% | -13.87%+0.1pp | 190.73%-204.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,528 | $2,018+124.4% | $2,559+77.0% | $2,596+74.4% |
| Participant deferral / active EE | $10,853 | $2,956+267.2% | $3,849+182.0% | $4,027+169.5% |
| Admin fee / account holder | $3,766 | $4,694-19.8% | $6,267-39.9% | $5,403-30.3% |