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 | $67,696 | $138,065-51.0% | $123,544-45.2% | $135,375-50.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.13% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,293 | $5,151-74.9% | $4,628-72.1% | $4,779-72.9% |
| Participant deferral / active EE | $4,896 | $6,799-28.0% | $6,426-23.8% | $5,609-12.7% |
| Admin fee / account holder | $366 | $10,916-96.6% | $9,284-96.1% | $10,827-96.6% |