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 | $240,013 | $138,044+73.9% | $125,339+91.5% | $134,475+78.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -16.91% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,871 | $5,243-26.2% | $4,814-19.6% | $4,740-18.3% |
| Participant deferral / active EE | $8,724 | $7,799+11.9% | $7,446+17.2% | $6,400+36.3% |
| Admin fee / account holder | $3,484 | $11,571-69.9% | $10,010-65.2% | $11,426-69.5% |