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 | $25,094 | $138,044-81.8% | $125,339-80.0% | $134,475-81.3% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -11.27% | 750.33%-761.6pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,889 | $5,243-44.9% | $4,814-40.0% | $4,740-39.1% |
| Participant deferral / active EE | $5,490 | $7,799-29.6% | $7,446-26.3% | $6,400-14.2% |
| Admin fee / account holder | $653 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |