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 | $58,510 | $127,386-54.1% | $115,037-49.1% | $125,391-53.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.22% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $5,335 | $5,166+3.3% | $4,608+15.8% | $4,866+9.6% |
| Participant deferral / active EE | $2,242 | $6,423-65.1% | $6,026-62.8% | $5,352-58.1% |
| Admin fee / account holder | $22,409 | $9,516+135.5% | $8,175+174.1% | $9,540+134.9% |