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 | $184,849 | $190,805-3.1% | $159,960+15.6% | $134,475+37.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.53% | 552.23%-569.8pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,454 | $4,995+109.3% | $4,226+147.4% | $4,740+120.6% |
| Participant deferral / active EE | $13,210 | $6,923+90.8% | $6,182+113.7% | $6,400+106.4% |
| Admin fee / account holder | $1,292 | $10,471-87.7% | $8,698-85.1% | $11,426-88.7% |