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 | $57,184 | $90,600-36.9% | $79,464-28.0% | $135,375-57.8% |
| Participation rate | 76.5% | 76.0%+0.4pp | 73.3%+3.1pp | 82.6%-6.2pp |
| Annual return | -7.73% | 977.43%-985.2pp | 718.14%-725.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,394 | $3,068-22.0% | $2,800-14.5% | $4,779-49.9% |
| Participant deferral / active EE | $3,814 | $4,050-5.8% | $3,704+3.0% | $5,609-32.0% |
| Admin fee / account holder | $446 | $5,907-92.5% | $5,113-91.3% | $10,827-95.9% |