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 | $34,349 | $135,635-74.7% | $110,238-68.8% | $135,375-74.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -5.69% | 513.19%-518.9pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,258 | $4,906-54.0% | $3,826-41.0% | $4,779-52.8% |
| Participant deferral / active EE | $3,533 | $5,506-35.8% | $4,672-24.4% | $5,609-37.0% |
| Admin fee / account holder | $1,041 | $11,457-90.9% | $8,547-87.8% | $10,827-90.4% |