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 | $76,436 | $138,044-44.6% | $125,339-39.0% | $134,475-43.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -12.41% | 750.33%-762.7pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,070 | $5,243-60.5% | $4,814-57.0% | $4,740-56.3% |
| Participant deferral / active EE | $6,459 | $7,799-17.2% | $7,446-13.3% | $6,400+0.9% |
| Admin fee / account holder | $9,816 | $11,571-15.2% | $10,010-1.9% | $11,426-14.1% |