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 | $89,197 | $190,805-53.3% | $159,960-44.2% | $134,475-33.7% |
| Participation rate | 95.2% | 81.9%+13.3pp | 78.0%+17.3pp | 81.2%+14.0pp |
| Annual return | -17.42% | 552.23%-569.7pp | 408.60%-426.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,941 | $4,995-1.1% | $4,226+16.9% | $4,740+4.2% |
| Participant deferral / active EE | $6,064 | $6,923-12.4% | $6,182-1.9% | $6,400-5.2% |
| Admin fee / account holder | $1,963 | $10,471-81.3% | $8,698-77.4% | $11,426-82.8% |