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 | $117,023 | $138,044-15.2% | $125,339-6.6% | $134,475-13.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.10% | 750.33%-758.4pp | 572.05%-580.2pp | 417.96%-426.1pp |
| Employer contribution / active EE | $2,802 | $5,243-46.6% | $4,814-41.8% | $4,740-40.9% |
| Participant deferral / active EE | $10,209 | $7,799+30.9% | $7,446+37.1% | $6,400+59.5% |
| Admin fee / account holder | $1,338 | $11,571-88.4% | $10,010-86.6% | $11,426-88.3% |