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 | $106,741 | $92,222+15.7% | $76,768+39.0% | $135,375-21.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.67% | 5.46%-6.1pp | 2.43%-3.1pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,941 | $3,216-39.7% | $2,485-21.9% | $4,779-59.4% |
| Participant deferral / active EE | $5,932 | $4,509+31.6% | $3,852+54.0% | $5,609+5.8% |
| Admin fee / account holder | $6,887 | $10,748-35.9% | $6,675+3.2% | $10,827-36.4% |