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 | $28,170 | $138,044-79.6% | $125,339-77.5% | $134,475-79.1% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -8.39% | 750.33%-758.7pp | 572.05%-580.4pp | 417.96%-426.4pp |
| Employer contribution / active EE | $4,330 | $5,243-17.4% | $4,814-10.1% | $4,740-8.6% |
| Participant deferral / active EE | $7,070 | $7,799-9.3% | $7,446-5.1% | $6,400+10.5% |
| Admin fee / account holder | $14,707 | $11,571+27.1% | $10,010+46.9% | $11,426+28.7% |