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 | $51,737 | $84,402-38.7% | $61,373-15.7% | $134,475-61.5% |
| Participation rate | 84.2% | 62.2%+22.0pp | 52.6%+31.6pp | 81.2%+3.0pp |
| Annual return | -14.97% | 584.55%-599.5pp | 338.61%-353.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,725 | $1,544+11.7% | $1,159+48.8% | $4,740-63.6% |
| Participant deferral / active EE | $2,711 | $2,819-3.8% | $2,125+27.6% | $6,400-57.6% |
| Admin fee / account holder | $6,644 | $2,585+157.0% | $2,130+212.0% | $11,426-41.8% |