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 9-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 | $118,759 | $138,044-14.0% | $125,339-5.2% | $134,475-11.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.23% | 750.33%-758.6pp | 572.05%-580.3pp | 417.96%-426.2pp |
| Employer contribution / active EE | $1,609 | $5,243-69.3% | $4,814-66.6% | $4,740-66.0% |
| Participant deferral / active EE | $13,667 | $7,799+75.2% | $7,446+83.5% | $6,400+113.6% |
| Admin fee / account holder | $583 | $11,571-95.0% | $10,010-94.2% | $11,426-94.9% |