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 | $20,439 | $82,630-75.3% | $64,105-68.1% | $125,391-83.7% |
| Participation rate | 95.7% | 75.9%+19.8pp | 68.2%+27.5pp | 83.2%+12.5pp |
| Annual return | -0.69% | 1489.72%-1490.4pp | 791.24%-791.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,558 | $2,671-41.7% | $1,820-14.4% | $4,866-68.0% |
| Participant deferral / active EE | $2,056 | $3,608-43.0% | $2,822-27.1% | $5,352-61.6% |
| Admin fee / account holder | $2,116 | $6,382-66.8% | $4,499-53.0% | $9,540-77.8% |