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 | $223,735 | $92,703+141.3% | $82,719+170.5% | $134,475+66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.53% | 944.92%-958.5pp | 701.18%-714.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $14,443 | $3,274+341.2% | $3,009+380.0% | $4,740+204.7% |
| Participant deferral / active EE | $8,625 | $4,802+79.6% | $4,395+96.3% | $6,400+34.8% |
| Admin fee / account holder | $12,269 | $5,983+105.1% | $5,329+130.2% | $11,426+7.4% |