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 | $65,430 | $135,635-51.8% | $110,238-40.6% | $135,375-51.7% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.8%+4.4pp | 82.6%+1.6pp |
| Annual return | -7.89% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,216 | $4,906-34.5% | $3,826-16.0% | $4,779-32.7% |
| Participant deferral / active EE | $5,607 | $5,506+1.8% | $4,672+20.0% | $5,6090% |
| Admin fee / account holder | $1,972 | $11,457-82.8% | $8,547-76.9% | $10,827-81.8% |