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 7-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 | $46,387 | $90,320-48.6% | $59,496-22.0% | $125,391-63.0% |
| Participation rate | 94.1% | 68.3%+25.8pp | 54.6%+39.6pp | 83.2%+10.9pp |
| Annual return | -4.17% | 369.13%-373.3pp | 182.05%-186.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,116 | $1,792-37.7% | $1,153-3.2% | $4,866-77.1% |
| Participant deferral / active EE | $2,267 | $2,716-16.5% | $1,829+23.9% | $5,352-57.6% |
| Admin fee / account holder | $634 | $3,063-79.3% | $2,232-71.6% | $9,540-93.4% |