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 | $123,208 | $82,630+49.1% | $64,105+92.2% | $125,391-1.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.21% | 1489.72%-1489.9pp | 791.24%-791.5pp | 282.22%-282.4pp |
| Employer contribution / active EE | $5,827 | $2,671+118.2% | $1,820+220.2% | $4,866+19.8% |
| Participant deferral / active EE | $5,147 | $3,608+42.6% | $2,822+82.4% | $5,352-3.8% |
| Admin fee / account holder | $4,396 | $6,382-31.1% | $4,499-2.3% | $9,540-53.9% |