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 | $152,613 | $138,065+10.5% | $123,544+23.5% | $135,375+12.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.99% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,080 | $5,151-59.6% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $5,641 | $6,799-17.0% | $6,426-12.2% | $5,609+0.6% |
| Admin fee / account holder | $1,209 | $10,916-88.9% | $9,284-87.0% | $10,827-88.8% |