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 9-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 | $32,061 | $92,703-65.4% | $82,719-61.2% | $134,475-76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.48% | 944.92%-961.4pp | 701.18%-717.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,572 | $3,274-21.4% | $3,009-14.5% | $4,740-45.7% |
| Participant deferral / active EE | $4,097 | $4,802-14.7% | $4,395-6.8% | $6,400-36.0% |
| Admin fee / account holder | $5,663 | $5,983-5.3% | $5,329+6.3% | $11,426-50.4% |