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 | $68,275 | $56,199+21.5% | $67,652+0.9% | $59,632+14.5% |
| Participation rate | 89.2% | 71.5%+17.7pp | 75.7%+13.5pp | 68.7%+20.5pp |
| Annual return | -1.10% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $4,499 | $1,614+178.7% | $2,266+98.6% | $2,203+104.3% |
| Participant deferral / active EE | $3,109 | $2,844+9.3% | $3,560-12.7% | $3,192-2.6% |
| Admin fee / account holder | $710 | $3,958-82.1% | $4,821-85.3% | $4,297-83.5% |