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 | $118,427 | $180,449-34.4% | $154,107-23.2% | $135,375-12.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,216 | $6,035-30.1% | $5,298-20.4% | $4,779-11.8% |
| Participant deferral / active EE | $7,827 | $5,806+34.8% | $5,081+54.1% | $5,609+39.5% |
| Admin fee / account holder | $3,275 | $16,143-79.7% | $13,411-75.6% | $10,827-69.8% |