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 | $97,818 | $82,630+18.4% | $64,105+52.6% | $125,391-22.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.54% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,330 | $2,671-12.8% | $1,820+28.0% | $4,866-52.1% |
| Participant deferral / active EE | $14,600 | $3,608+304.6% | $2,822+417.4% | $5,352+172.8% |
| Admin fee / account holder | $1,106 | $6,382-82.7% | $4,499-75.4% | $9,540-88.4% |