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 8-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 | $100,676 | $138,044-27.1% | $125,339-19.7% | $134,475-25.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.71% | 750.33%-770.0pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $15,558 | $5,243+196.7% | $4,814+223.2% | $4,740+228.3% |
| Participant deferral / active EE | $5,607 | $7,799-28.1% | $7,446-24.7% | $6,400-12.4% |
| Admin fee / account holder | $441 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |