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 7-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 | $16,834 | $138,044-87.8% | $125,339-86.6% | $134,475-87.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.51% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,845 | $5,243-64.8% | $4,814-61.7% | $4,740-61.1% |
| Participant deferral / active EE | $5,151 | $7,799-34.0% | $7,446-30.8% | $6,400-19.5% |
| Admin fee / account holder | $360 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |