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 | $110,329 | $133,958-17.6% | $112,228-1.7% | $134,475-18.0% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -12.95% | 47.11%-60.1pp | 27.45%-40.4pp | 417.96%-430.9pp |
| Employer contribution / active EE | $13,821 | $4,038+242.3% | $3,635+280.3% | $4,740+191.6% |
| Participant deferral / active EE | $3,445 | $5,291-34.9% | $4,728-27.1% | $6,400-46.2% |
| Admin fee / account holder | $306 | $7,489-95.9% | $6,410-95.2% | $11,426-97.3% |