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 | $31,746 | $84,695-62.5% | $73,843-57.0% | $125,391-74.7% |
| Participation rate | 81.3% | 76.8%+4.5pp | 73.4%+7.8pp | 83.2%-1.9pp |
| Annual return | 0.05% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,492 | $3,123-52.2% | $2,787-46.5% | $4,866-69.3% |
| Participant deferral / active EE | $2,595 | $3,992-35.0% | $3,583-27.6% | $5,352-51.5% |
| Admin fee / account holder | $6,834 | $5,691+20.1% | $4,880+40.0% | $9,540-28.4% |