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 | $83,713 | $92,703-9.7% | $82,719+1.2% | $134,475-37.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.28% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,811 | $3,274-14.1% | $3,009-6.6% | $4,740-40.7% |
| Participant deferral / active EE | $3,325 | $4,802-30.8% | $4,395-24.4% | $6,400-48.0% |
| Admin fee / account holder | $674 | $5,983-88.7% | $5,329-87.3% | $11,426-94.1% |