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 | $58,729 | $138,044-57.5% | $125,339-53.1% | $134,475-56.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.41% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,576 | $5,243+44.5% | $4,814+57.4% | $4,740+59.8% |
| Participant deferral / active EE | $6,301 | $7,799-19.2% | $7,446-15.4% | $6,400-1.5% |
| Admin fee / account holder | $2,599 | $11,571-77.5% | $10,010-74.0% | $11,426-77.3% |