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 | $191,540 | $105,860+80.9% | $90,749+111.1% | $134,475+42.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.53% | -11.01%-4.5pp | -12.16%-3.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,170 | $3,462-37.3% | $2,921-25.7% | $4,740-54.2% |
| Participant deferral / active EE | $10,473 | $5,216+100.8% | $4,564+129.5% | $6,400+63.6% |
| Admin fee / account holder | $1,987 | $13,938-85.7% | $8,445-76.5% | $11,426-82.6% |