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 | $20,128 | $92,703-78.3% | $82,719-75.7% | $134,475-85.0% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -20.19% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,504 | $3,274-54.1% | $3,009-50.0% | $4,740-68.3% |
| Participant deferral / active EE | $2,008 | $4,802-58.2% | $4,395-54.3% | $6,400-68.6% |
| Admin fee / account holder | $814 | $5,983-86.4% | $5,329-84.7% | $11,426-92.9% |