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 | $49,183 | $106,543-53.8% | $91,220-46.1% | $134,475-63.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.30% | 160.60%-179.9pp | 114.01%-133.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,820 | $3,331+74.7% | $2,850+104.2% | $4,740+22.8% |
| Participant deferral / active EE | $9,372 | $4,719+98.6% | $4,234+121.4% | $6,400+46.4% |
| Admin fee / account holder | $3,828 | $6,231-38.6% | $5,420-29.4% | $11,426-66.5% |