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 | $44,639 | $84,695-47.3% | $73,843-39.5% | $125,391-64.4% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | -2.51% | 3123.53%-3126.0pp | 2267.84%-2270.4pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,070 | $3,123-33.7% | $2,787-25.8% | $4,866-57.5% |
| Participant deferral / active EE | $4,411 | $3,992+10.5% | $3,583+23.1% | $5,352-17.6% |
| Admin fee / account holder | $1,798 | $5,691-68.4% | $4,880-63.1% | $9,540-81.2% |