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 | $61,781 | $54,350+13.7% | $82,719-25.3% | $68,494-9.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.12% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $9,062 | $2,218+308.5% | $3,009+201.2% | $2,596+249.0% |
| Participant deferral / active EE | $9,465 | $3,246+191.6% | $4,395+115.4% | $4,027+135.0% |
| Admin fee / account holder | $4,969 | $4,395+13.0% | $5,329-6.8% | $5,403-8.0% |