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 | $22,007 | $54,350-59.5% | $82,719-73.4% | $68,494-67.9% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -13.36% | -13.67%+0.3pp | 701.18%-714.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,325 | $2,218+4.8% | $3,009-22.7% | $2,596-10.4% |
| Participant deferral / active EE | $4,796 | $3,246+47.7% | $4,395+9.1% | $4,027+19.1% |
| Admin fee / account holder | $1,514 | $4,395-65.6% | $5,329-71.6% | $5,403-72.0% |