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 | $88,124 | $99,640-11.6% | $86,436+2.0% | $134,475-34.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -12.59% | 6782.58%-6795.2pp | 4394.89%-4407.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $5,551 | $4,400+26.1% | $3,769+47.3% | $4,740+17.1% |
| Participant deferral / active EE | $5,111 | $7,246-29.5% | $6,952-26.5% | $6,400-20.1% |
| Admin fee / account holder | $5,100 | $8,371-39.1% | $6,731-24.2% | $11,426-55.4% |