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 | $136,503 | $138,044-1.1% | $125,339+8.9% | $134,475+1.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -20.41% | 750.33%-770.7pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,172 | $5,243-58.6% | $4,814-54.9% | $4,740-54.2% |
| Participant deferral / active EE | $13,513 | $7,799+73.3% | $7,446+81.5% | $6,400+111.1% |
| Admin fee / account holder | $627 | $11,571-94.6% | $10,010-93.7% | $11,426-94.5% |