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 7-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 | $44,358 | $138,044-67.9% | $125,339-64.6% | $134,475-67.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -4.23% | 750.33%-754.6pp | 572.05%-576.3pp | 417.96%-422.2pp |
| Employer contribution / active EE | $2,871 | $5,243-45.2% | $4,814-40.4% | $4,740-39.4% |
| Participant deferral / active EE | $9,361 | $7,799+20.0% | $7,446+25.7% | $6,400+46.3% |
| Admin fee / account holder | $3,710 | $11,571-67.9% | $10,010-62.9% | $11,426-67.5% |