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 10-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 | $38,183 | $90,600-57.9% | $79,464-51.9% | $135,375-71.8% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -7.58% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $4,516 | $3,068+47.2% | $2,800+61.3% | $4,779-5.5% |
| Participant deferral / active EE | $5,297 | $4,050+30.8% | $3,704+43.0% | $5,609-5.6% |
| Admin fee / account holder | $14,876 | $5,907+151.8% | $5,113+191.0% | $10,827+37.4% |