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 | $89,410 | $93,024-3.9% | $77,024+16.1% | $134,475-33.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.51% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,580 | $3,418+4.7% | $2,812+27.3% | $4,740-24.5% |
| Participant deferral / active EE | $8,495 | $5,238+62.2% | $4,426+91.9% | $6,400+32.7% |
| Admin fee / account holder | $7,526 | $6,944+8.4% | $5,425+38.7% | $11,426-34.1% |