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 | $59,298 | $138,065-57.1% | $123,544-52.0% | $135,375-56.2% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -0.86% | 153.68%-154.5pp | 119.20%-120.1pp | 519.73%-520.6pp |
| Employer contribution / active EE | $3,229 | $5,151-37.3% | $4,628-30.2% | $4,779-32.4% |
| Participant deferral / active EE | $5,662 | $6,799-16.7% | $6,426-11.9% | $5,609+1.0% |
| Admin fee / account holder | $770 | $10,916-92.9% | $9,284-91.7% | $10,827-92.9% |