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 | $97,944 | $85,790+14.2% | $67,313+45.5% | $135,375-27.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.68% | -0.54%-6.1pp | -4.08%-2.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,400 | $3,487+26.2% | $2,566+71.5% | $4,779-7.9% |
| Participant deferral / active EE | $7,844 | $4,651+68.7% | $3,568+119.8% | $5,609+39.9% |
| Admin fee / account holder | $710 | $6,392-88.9% | $4,507-84.2% | $10,827-93.4% |