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 5-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 | $77,643 | $91,538-15.2% | $129,995-40.3% | $75,163+3.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.13% | -631.11%+651.2pp | -137.18%+157.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $8,901 | $2,845+212.8% | $4,320+106.1% | $2,670+233.4% |
| Participant deferral / active EE | $4,322 | $4,341-0.4% | $5,820-25.7% | $4,125+4.8% |
| Admin fee / account holder | $1,179 | $6,790-82.6% | $10,614-88.9% | $5,651-79.1% |