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 | $186,515 | $87,705+112.7% | $63,517+193.6% | $125,391+48.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.48% | 21.70%-22.2pp | -70.30%+69.8pp | 282.22%-282.7pp |
| Employer contribution / active EE | $3,985 | $3,601+10.7% | $2,322+71.6% | $4,866-18.1% |
| Participant deferral / active EE | $7,466 | $3,939+89.5% | $2,953+152.8% | $5,352+39.5% |
| Admin fee / account holder | $902 | $11,948-92.5% | $5,892-84.7% | $9,540-90.5% |