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 | $51,882 | $88,594-41.4% | $70,092-26.0% | $134,475-61.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.09% | 442.67%-460.8pp | 190.73%-208.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,383 | $3,233-57.2% | $2,559-45.9% | $4,740-70.8% |
| Participant deferral / active EE | $2,370 | $4,772-50.3% | $3,849-38.4% | $6,400-63.0% |
| Admin fee / account holder | $2,383 | $10,441-77.2% | $6,267-62.0% | $11,426-79.1% |