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 | $68,990 | $138,044-50.0% | $125,339-45.0% | $134,475-48.7% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -20.20% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,215 | $5,243-57.8% | $4,814-54.0% | $4,740-53.3% |
| Participant deferral / active EE | $12,619 | $7,799+61.8% | $7,446+69.5% | $6,400+97.2% |
| Admin fee / account holder | $8,872 | $11,571-23.3% | $10,010-11.4% | $11,426-22.4% |