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 | $100,712 | $100,7540% | $86,677+16.2% | $134,475-25.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.98% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $16,003 | $3,489+358.6% | $2,836+464.2% | $4,740+237.6% |
| Participant deferral / active EE | $6,406 | $5,338+20.0% | $4,656+37.6% | $6,400+0.1% |
| Admin fee / account holder | $3,182 | $10,926-70.9% | $7,493-57.5% | $11,426-72.2% |