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 | $53,953 | $138,065-60.9% | $123,544-56.3% | $135,375-60.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -9.11% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,339 | $5,151-15.8% | $4,628-6.2% | $4,779-9.2% |
| Participant deferral / active EE | $11,763 | $6,799+73.0% | $6,426+83.1% | $5,609+109.7% |
| Admin fee / account holder | $939 | $10,916-91.4% | $9,284-89.9% | $10,827-91.3% |