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 | $56,945 | $54,350+4.8% | $82,719-31.2% | $68,494-16.9% |
| Participation rate | 77.4% | 63.9%+13.5pp | 72.6%+4.9pp | 67.9%+9.5pp |
| Annual return | -14.86% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $9,453 | $2,218+326.2% | $3,009+214.2% | $2,596+264.1% |
| Participant deferral / active EE | $4,443 | $3,246+36.9% | $4,395+1.1% | $4,027+10.3% |
| Admin fee / account holder | $3,012 | $4,395-31.5% | $5,329-43.5% | $5,403-44.3% |