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 9-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 | $26,275 | $92,703-71.7% | $82,719-68.2% | $134,475-80.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -10.39% | 944.92%-955.3pp | 701.18%-711.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,016 | $3,274-69.0% | $3,009-66.2% | $4,740-78.6% |
| Participant deferral / active EE | $5,557 | $4,802+15.7% | $4,395+26.4% | $6,400-13.2% |
| Admin fee / account holder | $2,751 | $5,983-54.0% | $5,329-48.4% | $11,426-75.9% |