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 9-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 | $34,208 | $69,010-50.4% | $159,960-78.6% | $68,494-50.1% |
| Participation rate | 89.7% | 65.4%+24.2pp | 78.0%+11.7pp | 67.9%+21.8pp |
| Annual return | -14.34% | -9.65%-4.7pp | 408.60%-422.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $703 | $2,213-68.2% | $4,226-83.4% | $2,596-72.9% |
| Participant deferral / active EE | $2,312 | $4,212-45.1% | $6,182-62.6% | $4,027-42.6% |
| Admin fee / account holder | $469 | $4,798-90.2% | $8,698-94.6% | $5,403-91.3% |