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 | $43,132 | $190,805-77.4% | $159,960-73.0% | $134,475-67.9% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -14.69% | 552.23%-566.9pp | 408.60%-423.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,707 | $4,995-5.8% | $4,226+11.4% | $4,740-0.7% |
| Participant deferral / active EE | $7,433 | $6,923+7.4% | $6,182+20.2% | $6,400+16.1% |
| Admin fee / account holder | $624 | $10,471-94.0% | $8,698-92.8% | $11,426-94.5% |