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 | $61,209 | $45,152+35.6% | $73,843-17.1% | $59,632+2.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.82% | 27.40%-28.2pp | 2267.84%-2268.7pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,299 | $1,902+73.5% | $2,787+18.3% | $2,203+49.8% |
| Participant deferral / active EE | $1,853 | $2,574-28.0% | $3,583-48.3% | $3,192-42.0% |
| Admin fee / account holder | $3,312 | $3,516-5.8% | $4,880-32.1% | $4,297-22.9% |