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 | $189,656 | $112,300+68.9% | $90,223+110.2% | $125,391+51.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.54% | -0.57%-1.0pp | 1.31%-2.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $7,787 | $5,181+50.3% | $4,378+77.9% | $4,866+60.0% |
| Participant deferral / active EE | $9,728 | $6,733+44.5% | $5,792+67.9% | $5,352+81.8% |
| Admin fee / account holder | $17,754 | $10,990+61.6% | $7,406+139.7% | $9,540+86.1% |