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 4-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 | $99,583 | $167,484-40.5% | $151,611-34.3% | $134,475-25.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.08% | 7.80%-10.9pp | 3.33%-6.4pp | 417.96%-421.0pp |
| Employer contribution / active EE | $4,941 | $6,829-27.7% | $6,166-19.9% | $4,740+4.2% |
| Participant deferral / active EE | $11,734 | $8,986+30.6% | $8,363+40.3% | $6,400+83.4% |
| Admin fee / account holder | $1,419 | $13,783-89.7% | $11,616-87.8% | $11,426-87.6% |