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 | $20,233 | $97,757-79.3% | $83,848-75.9% | $135,375-85.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.35% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,483 | $4,222-41.2% | $3,631-31.6% | $4,779-48.0% |
| Participant deferral / active EE | $3,752 | $4,682-19.9% | $4,082-8.1% | $5,609-33.1% |
| Admin fee / account holder | $13,108 | $6,674+96.4% | $5,478+139.3% | $10,827+21.1% |