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 | $125,994 | $190,805-34.0% | $159,960-21.2% | $134,475-6.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.96% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,557 | $4,995+91.3% | $4,226+126.1% | $4,740+101.6% |
| Participant deferral / active EE | $5,949 | $6,923-14.1% | $6,182-3.8% | $6,400-7.0% |
| Admin fee / account holder | $1,154 | $10,471-89.0% | $8,698-86.7% | $11,426-89.9% |