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 3-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 | $70,613 | $56,199+25.6% | $67,652+4.4% | $59,632+18.4% |
| Participation rate | 87.2% | 71.5%+15.7pp | 75.7%+11.5pp | 68.7%+18.5pp |
| Annual return | -0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $347 | $1,614-78.5% | $2,266-84.7% | $2,203-84.2% |
| Participant deferral / active EE | $2,359 | $2,844-17.0% | $3,560-33.7% | $3,192-26.1% |
| Admin fee / account holder | $657 | $3,958-83.4% | $4,821-86.4% | $4,297-84.7% |