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 | $47,596 | $160,055-70.3% | $140,016-66.0% | $135,375-64.8% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.5%-13.6pp | 82.6%-8.7pp |
| Annual return | -8.16% | 911.38%-919.5pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,948 | $6,420-54.1% | $5,606-47.4% | $4,779-38.3% |
| Participant deferral / active EE | $5,083 | $7,642-33.5% | $6,927-26.6% | $5,609-9.4% |
| Admin fee / account holder | $2,279 | $13,328-82.9% | $10,705-78.7% | $10,827-79.0% |