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 | $112,603 | $92,703+21.5% | $82,719+36.1% | $134,475-16.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.67% | 944.92%-965.6pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $5,639 | $3,274+72.2% | $3,009+87.4% | $4,740+19.0% |
| Participant deferral / active EE | $11,842 | $4,802+146.6% | $4,395+169.4% | $6,400+85.0% |
| Admin fee / account holder | $975 | $5,983-83.7% | $5,329-81.7% | $11,426-91.5% |