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 | $135,940 | $78,694+72.7% | $67,652+100.9% | $125,391+8.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.01% | 9.46%-10.5pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,896 | $3,044-37.7% | $2,266-16.3% | $4,866-61.0% |
| Participant deferral / active EE | $7,880 | $4,292+83.6% | $3,560+121.4% | $5,352+47.2% |
| Admin fee / account holder | $1,558 | $7,403-78.9% | $4,821-67.7% | $9,540-83.7% |