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 8-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 | $204,553 | $82,286+148.6% | $68,791+197.4% | $134,475+52.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.64% | -2.19%-17.4pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $17,955 | $3,301+444.0% | $2,655+576.2% | $4,740+278.8% |
| Participant deferral / active EE | $10,831 | $4,739+128.6% | $3,941+174.8% | $6,400+69.2% |
| Admin fee / account holder | $9,745 | $6,481+50.4% | $4,932+97.6% | $11,426-14.7% |