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 7-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 | $93,891 | $138,044-32.0% | $125,339-25.1% | $134,475-30.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.70% | 750.33%-759.0pp | 572.05%-580.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $21,048 | $5,243+301.4% | $4,814+337.3% | $4,740+344.1% |
| Participant deferral / active EE | $20,539 | $7,799+163.4% | $7,446+175.8% | $6,400+220.9% |
| Admin fee / account holder | $459 | $11,571-96.0% | $10,010-95.4% | $11,426-96.0% |