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 7-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 | $137,927 | $88,594+55.7% | $70,092+96.8% | $134,475+2.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.92% | 442.67%-460.6pp | 190.73%-208.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $21,065 | $3,233+551.6% | $2,559+723.2% | $4,740+344.4% |
| Participant deferral / active EE | $15,130 | $4,772+217.1% | $3,849+293.1% | $6,400+136.4% |
| Admin fee / account holder | $1,800 | $10,441-82.8% | $6,267-71.3% | $11,426-84.2% |