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 | $60,685 | $104,106-41.7% | $71,086-14.6% | $135,375-55.2% |
| Participation rate | 91.7% | 65.7%+26.0pp | 54.7%+37.0pp | 82.6%+9.0pp |
| Annual return | -7.90% | 1256.30%-1264.2pp | 650.59%-658.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $551 | $1,485-62.9% | $1,088-49.4% | $4,779-88.5% |
| Participant deferral / active EE | $3,671 | $2,527+45.3% | $1,874+95.8% | $5,609-34.6% |
| Admin fee / account holder | $470 | $4,142-88.6% | $3,082-84.7% | $10,827-95.7% |