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 | $132,646 | $131,829+0.6% | $108,579+22.2% | $273,961-51.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.99% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $12,946 | $4,912+163.5% | $3,758+244.5% | $4,869+165.9% |
| Participant deferral / active EE | $6,471 | $5,127+26.2% | $4,311+50.1% | $5,287+22.4% |
| Admin fee / account holder | $9,482 | $10,252-7.5% | $7,645+24.0% | $10,132-6.4% |