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 | $45,404 | $97,757-53.6% | $83,848-45.8% | $135,375-66.5% |
| Participation rate | 70.8% | 80.0%-9.1pp | 76.1%-5.3pp | 82.6%-11.8pp |
| Annual return | -6.19% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,699 | $4,222-59.8% | $3,631-53.2% | $4,779-64.5% |
| Participant deferral / active EE | $2,253 | $4,682-51.9% | $4,082-44.8% | $5,609-59.8% |
| Admin fee / account holder | $532 | $6,674-92.0% | $5,478-90.3% | $10,827-95.1% |