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 | $155,584 | $84,695+83.7% | $73,843+110.7% | $125,391+24.1% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -1.94% | 3123.53%-3125.5pp | 2267.84%-2269.8pp | 282.22%-284.2pp |
| Employer contribution / active EE | $3,961 | $3,123+26.8% | $2,787+42.1% | $4,866-18.6% |
| Participant deferral / active EE | $8,049 | $3,992+101.6% | $3,583+124.6% | $5,352+50.4% |
| Admin fee / account holder | $3,619 | $5,691-36.4% | $4,880-25.8% | $9,540-62.1% |