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 8-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 | $73,198 | $102,317-28.5% | $146,958-50.2% | $80,856-9.5% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 17.32% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,446 | $6,644+12.1% | $8,070-7.7% | $4,296+73.3% |
| Admin fee / account holder | $13,404 | $7,941+68.8% | $12,998+3.1% | $6,918+93.8% |