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 | $155,872 | $190,805-18.3% | $159,960-2.6% | $134,475+15.9% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -12.58% | 552.23%-564.8pp | 408.60%-421.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,525 | $4,995-49.5% | $4,226-40.3% | $4,740-46.7% |
| Participant deferral / active EE | $5,556 | $6,923-19.7% | $6,182-10.1% | $6,400-13.2% |
| Admin fee / account holder | $1,454 | $10,471-86.1% | $8,698-83.3% | $11,426-87.3% |