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 | $86,727 | $135,635-36.1% | $110,238-21.3% | $135,375-35.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.65% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,471 | $4,906-49.6% | $3,826-35.4% | $4,779-48.3% |
| Participant deferral / active EE | $9,129 | $5,506+65.8% | $4,672+95.4% | $5,609+62.8% |
| Admin fee / account holder | $1,385 | $11,457-87.9% | $8,547-83.8% | $10,827-87.2% |