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 5-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 | $17,322 | $99,640-82.6% | $86,436-80.0% | $134,475-87.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.10% | 6782.58%-6798.7pp | 4394.89%-4411.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,402 | $4,400-22.7% | $3,769-9.7% | $4,740-28.2% |
| Participant deferral / active EE | $5,788 | $7,246-20.1% | $6,952-16.7% | $6,400-9.6% |
| Admin fee / account holder | $2,825 | $8,371-66.3% | $6,731-58.0% | $11,426-75.3% |