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 | $112,496 | $84,695+32.8% | $73,843+52.3% | $125,391-10.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.79% | 3123.53%-3124.3pp | 2267.84%-2268.6pp | 282.22%-283.0pp |
| Employer contribution / active EE | $6,266 | $3,123+100.6% | $2,787+124.8% | $4,866+28.8% |
| Participant deferral / active EE | $4,933 | $3,992+23.6% | $3,583+37.7% | $5,352-7.8% |
| Admin fee / account holder | $2,155 | $5,691-62.1% | $4,880-55.8% | $9,540-77.4% |