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 | $17,514 | $92,703-81.1% | $82,719-78.8% | $134,475-87.0% |
| Participation rate | 79.2% | 75.2%+4.0pp | 72.6%+6.6pp | 81.2%-2.1pp |
| Annual return | -14.26% | 944.92%-959.2pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,059 | $3,274-37.1% | $3,009-31.6% | $4,740-56.6% |
| Participant deferral / active EE | $5,858 | $4,802+22.0% | $4,395+33.3% | $6,400-8.5% |
| Admin fee / account holder | $1,041 | $5,983-82.6% | $5,329-80.5% | $11,426-90.9% |