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 | $47,366 | $138,044-65.7% | $125,339-62.2% | $134,475-64.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,674 | $5,243-29.9% | $4,814-23.7% | $4,740-22.5% |
| Participant deferral / active EE | $10,905 | $7,799+39.8% | $7,446+46.4% | $6,400+70.4% |
| Admin fee / account holder | $785 | $11,571-93.2% | $10,010-92.2% | $11,426-93.1% |