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 | $64,729 | $180,449-64.1% | $154,107-58.0% | $135,375-52.2% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -6.16% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,123 | $6,035+18.0% | $5,298+34.5% | $4,779+49.1% |
| Participant deferral / active EE | $2,784 | $5,806-52.0% | $5,081-45.2% | $5,609-50.4% |
| Admin fee / account holder | $634 | $16,143-96.1% | $13,411-95.3% | $10,827-94.1% |