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 | $185,234 | $167,307+10.7% | $143,757+28.9% | $134,475+37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.62% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,003 | $5,619-46.6% | $4,951-39.3% | $4,740-36.6% |
| Participant deferral / active EE | $9,777 | $6,446+51.7% | $5,637+73.4% | $6,400+52.8% |
| Admin fee / account holder | $57,110 | $18,088+215.7% | $14,673+289.2% | $11,426+399.8% |