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 | $50,487 | $82,630-38.9% | $64,105-21.2% | $125,391-59.7% |
| Participation rate | 92.3% | 75.9%+16.5pp | 68.2%+24.1pp | 83.2%+9.1pp |
| Annual return | -2.29% | 1489.72%-1492.0pp | 791.24%-793.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $948 | $2,671-64.5% | $1,820-47.9% | $4,866-80.5% |
| Participant deferral / active EE | $1,909 | $3,608-47.1% | $2,822-32.3% | $5,352-64.3% |
| Admin fee / account holder | $844 | $6,382-86.8% | $4,499-81.2% | $9,540-91.1% |