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 7-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 | $100,790 | $93,024+8.3% | $77,024+30.9% | $134,475-25.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.17% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,150 | $3,418+21.4% | $2,812+47.6% | $4,740-12.5% |
| Participant deferral / active EE | $22,750 | $5,238+334.3% | $4,426+414.0% | $6,400+255.5% |
| Admin fee / account holder | $634 | $6,944-90.9% | $5,425-88.3% | $11,426-94.5% |