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 9-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 | $66,945 | $92,703-27.8% | $82,719-19.1% | $134,475-50.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.91% | 944.92%-958.8pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,831 | $3,274+17.0% | $3,009+27.3% | $4,740-19.2% |
| Participant deferral / active EE | $12,014 | $4,802+150.2% | $4,395+173.4% | $6,400+87.7% |
| Admin fee / account holder | $1,135 | $5,983-81.0% | $5,329-78.7% | $11,426-90.1% |