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 | $227,215 | $106,543+113.3% | $91,220+149.1% | $134,475+69.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.83% | 160.60%-176.4pp | 114.01%-129.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $10,475 | $3,331+214.5% | $2,850+267.5% | $4,740+121.0% |
| Participant deferral / active EE | $13,500 | $4,719+186.1% | $4,234+218.9% | $6,400+110.9% |
| Admin fee / account holder | $6,576 | $6,231+5.5% | $5,420+21.3% | $11,426-42.4% |