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 | $59,470 | $88,594-32.9% | $70,092-15.2% | $134,475-55.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -0.83% | 442.67%-443.5pp | 190.73%-191.6pp | 417.96%-418.8pp |
| Employer contribution / active EE | $2,699 | $3,233-16.5% | $2,559+5.5% | $4,740-43.1% |
| Participant deferral / active EE | $6,241 | $4,772+30.8% | $3,849+62.2% | $6,400-2.5% |
| Admin fee / account holder | $924 | $10,441-91.2% | $6,267-85.3% | $11,426-91.9% |