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 7-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 | $37,537 | $138,044-72.8% | $125,339-70.1% | $134,475-72.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.27% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,666 | $5,243-30.1% | $4,814-23.8% | $4,740-22.7% |
| Participant deferral / active EE | $8,304 | $7,799+6.5% | $7,446+11.5% | $6,400+29.8% |
| Admin fee / account holder | $1,450 | $11,571-87.5% | $10,010-85.5% | $11,426-87.3% |