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 8-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 | $10,163 | $27,641-63.2% | $61,373-83.4% | $68,494-85.2% |
| Participation rate | 77.1% | 39.5%+37.7pp | 52.6%+24.6pp | 67.9%+9.3pp |
| Annual return | -18.59% | -13.24%-5.4pp | 338.61%-357.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $788 | $695+13.3% | $1,159-32.0% | $2,596-69.7% |
| Participant deferral / active EE | $2,234 | $1,263+76.9% | $2,125+5.1% | $4,027-44.5% |
| Admin fee / account holder | $784 | $2,010-61.0% | $2,130-63.2% | $5,403-85.5% |