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 | $135,512 | $160,055-15.3% | $140,016-3.2% | $135,375+0.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.42% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,322 | $6,420-1.5% | $5,606+12.8% | $4,779+32.3% |
| Participant deferral / active EE | $4,740 | $7,642-38.0% | $6,927-31.6% | $5,609-15.5% |
| Admin fee / account holder | $474 | $13,328-96.4% | $10,705-95.6% | $10,827-95.6% |