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 | $77,595 | $160,055-51.5% | $140,016-44.6% | $135,375-42.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.95% | 911.38%-917.3pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,155 | $6,420-66.4% | $5,606-61.6% | $4,779-54.9% |
| Participant deferral / active EE | $2,845 | $7,642-62.8% | $6,927-58.9% | $5,609-49.3% |
| Admin fee / account holder | $328 | $13,328-97.5% | $10,705-96.9% | $10,827-97.0% |