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 | $217,617 | $190,805+14.1% | $159,960+36.0% | $134,475+61.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.19% | 552.23%-559.4pp | 408.60%-415.8pp | 417.96%-425.2pp |
| Employer contribution / active EE | $12,407 | $4,995+148.4% | $4,226+193.6% | $4,740+161.8% |
| Participant deferral / active EE | $10,120 | $6,923+46.2% | $6,182+63.7% | $6,400+58.1% |
| Admin fee / account holder | $54,888 | $10,471+424.2% | $8,698+531.1% | $11,426+380.4% |