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 | $249,727 | $138,065+80.9% | $123,544+102.1% | $135,375+84.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.26% | 153.68%-160.9pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $18,900 | $5,151+266.9% | $4,628+308.4% | $4,779+295.5% |
| Participant deferral / active EE | $5,950 | $6,799-12.5% | $6,426-7.4% | $5,609+6.1% |
| Admin fee / account holder | $3,423 | $10,916-68.6% | $9,284-63.1% | $10,827-68.4% |