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 | $120,027 | $54,350+120.8% | $82,719+45.1% | $68,494+75.2% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.2pp |
| Annual return | -16.65% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $6,180 | $2,218+178.6% | $3,009+105.4% | $2,596+138.0% |
| Participant deferral / active EE | $3,889 | $3,246+19.8% | $4,395-11.5% | $4,027-3.4% |
| Admin fee / account holder | $3,476 | $4,395-20.9% | $5,329-34.8% | $5,403-35.7% |