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 | $39,721 | $106,543-62.7% | $91,220-56.5% | $134,475-70.5% |
| Participation rate | 91.3% | 76.8%+14.5pp | 73.2%+18.1pp | 81.2%+10.1pp |
| Annual return | -18.32% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,005 | $3,331-69.8% | $2,850-64.7% | $4,740-78.8% |
| Participant deferral / active EE | $7,731 | $4,719+63.8% | $4,234+82.6% | $6,400+20.8% |
| Admin fee / account holder | $2,602 | $6,231-58.2% | $5,420-52.0% | $11,426-77.2% |