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 | $24,010 | $104,106-76.9% | $71,086-66.2% | $135,375-82.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.51% | 1256.30%-1264.8pp | 650.59%-659.1pp | 519.73%-528.2pp |
| Employer contribution / active EE | $6,970 | $1,485+369.4% | $1,088+540.8% | $4,779+45.9% |
| Participant deferral / active EE | $1,392 | $2,527-44.9% | $1,874-25.7% | $5,609-75.2% |
| Admin fee / account holder | $503 | $4,142-87.8% | $3,082-83.7% | $10,827-95.4% |