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 | $117,783 | $138,065-14.7% | $123,544-4.7% | $135,375-13.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.44% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,250 | $5,151-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $6,292 | $6,799-7.5% | $6,426-2.1% | $5,609+12.2% |
| Admin fee / account holder | $393 | $10,916-96.4% | $9,284-95.8% | $10,827-96.4% |