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 8-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 | $72,619 | $54,350+33.6% | $82,719-12.2% | $68,494+6.0% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.3pp |
| Annual return | -14.25% | -13.67%-0.6pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,789 | $2,218+161.0% | $3,009+92.4% | $2,596+123.0% |
| Participant deferral / active EE | $5,345 | $3,246+64.7% | $4,395+21.6% | $4,027+32.7% |
| Admin fee / account holder | $5,088 | $4,395+15.8% | $5,329-4.5% | $5,403-5.8% |