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 | $42,142 | $45,152-6.7% | $73,843-42.9% | $59,632-29.3% |
| Participation rate | 83.0% | 64.0%+19.0pp | 73.4%+9.5pp | 68.7%+14.3pp |
| Annual return | -2.36% | 27.40%-29.8pp | 2267.84%-2270.2pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $3,243 | $1,902+70.5% | $2,787+16.3% | $2,203+47.2% |
| Participant deferral / active EE | $5,091 | $2,574+97.8% | $3,583+42.1% | $3,192+59.5% |
| Admin fee / account holder | $942 | $3,516-73.2% | $4,880-80.7% | $4,297-78.1% |