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 | $121,777 | $105,860+15.0% | $90,749+34.2% | $134,475-9.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.29% | -11.01%+2.7pp | -12.16%+3.9pp | 417.96%-426.3pp |
| Employer contribution / active EE | $2,094 | $3,462-39.5% | $2,921-28.3% | $4,740-55.8% |
| Participant deferral / active EE | $17,593 | $5,216+237.3% | $4,564+285.5% | $6,400+174.9% |
| Admin fee / account holder | $213,299 | $13,938+1430.4% | $8,445+2425.9% | $11,426+1766.8% |