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 | $31,542 | $84,695-62.8% | $73,843-57.3% | $125,391-74.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.69% | 3123.53%-3122.8pp | 2267.84%-2267.2pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,908 | $3,123-38.9% | $2,787-31.5% | $4,866-60.8% |
| Participant deferral / active EE | $3,533 | $3,992-11.5% | $3,583-1.4% | $5,352-34.0% |
| Admin fee / account holder | $3,119 | $5,691-45.2% | $4,880-36.1% | $9,540-67.3% |