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 9-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 | $80,892 | $100,754-19.7% | $86,677-6.7% | $134,475-39.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.27% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $9,945 | $3,489+185.0% | $2,836+250.6% | $4,740+109.8% |
| Participant deferral / active EE | $7,203 | $5,338+34.9% | $4,656+54.7% | $6,400+12.5% |
| Admin fee / account holder | $1,323 | $10,926-87.9% | $7,493-82.3% | $11,426-88.4% |