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 | $102,937 | $180,449-43.0% | $154,107-33.2% | $135,375-24.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.9pp |
| Employer contribution / active EE | $8,342 | $6,035+38.2% | $5,298+57.5% | $4,779+74.6% |
| Participant deferral / active EE | $6,850 | $5,806+18.0% | $5,081+34.8% | $5,609+22.1% |
| Admin fee / account holder | $1,915 | $16,143-88.1% | $13,411-85.7% | $10,827-82.3% |