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 | $32,919 | $54,350-39.4% | $82,719-60.2% | $68,494-51.9% |
| Participation rate | 94.2% | 63.9%+30.3pp | 72.6%+21.7pp | 67.9%+26.3pp |
| Annual return | -16.51% | -13.67%-2.8pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,999 | $2,218-9.9% | $3,009-33.6% | $2,596-23.0% |
| Participant deferral / active EE | $5,458 | $3,246+68.1% | $4,395+24.2% | $4,027+35.5% |
| Admin fee / account holder | $1,574 | $4,395-64.2% | $5,329-70.5% | $5,403-70.9% |