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 8-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 | $55,268 | $138,044-60.0% | $125,339-55.9% | $134,475-58.9% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -12.18% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $5,958 | $5,243+13.6% | $4,814+23.8% | $4,740+25.7% |
| Participant deferral / active EE | $10,226 | $7,799+31.1% | $7,446+37.3% | $6,400+59.8% |
| Admin fee / account holder | $675 | $11,571-94.2% | $10,010-93.3% | $11,426-94.1% |