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 | $76,399 | $97,757-21.8% | $83,848-8.9% | $135,375-43.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -7.03% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,855 | $4,222-8.7% | $3,631+6.2% | $4,779-19.3% |
| Participant deferral / active EE | $9,517 | $4,682+103.3% | $4,082+133.2% | $5,609+69.7% |
| Admin fee / account holder | $1,042 | $6,674-84.4% | $5,478-81.0% | $10,827-90.4% |