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 6-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 | $98,774 | $92,703+6.5% | $82,719+19.4% | $134,475-26.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -17.62% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $11,398 | $3,274+248.1% | $3,009+278.8% | $4,740+140.5% |
| Participant deferral / active EE | $13,354 | $4,802+178.1% | $4,395+203.8% | $6,400+108.7% |
| Admin fee / account holder | $4,439 | $5,983-25.8% | $5,329-16.7% | $11,426-61.1% |