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 | $206,895 | $92,703+123.2% | $82,719+150.1% | $134,475+53.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -19.95% | 944.92%-964.9pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $7,905 | $3,274+141.5% | $3,009+162.7% | $4,740+66.8% |
| Participant deferral / active EE | $10,082 | $4,802+109.9% | $4,395+129.4% | $6,400+57.5% |
| Admin fee / account holder | $39,733 | $5,983+564.2% | $5,329+645.6% | $11,426+247.7% |