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 | $88,037 | $92,703-5.0% | $82,719+6.4% | $134,475-34.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -12.05% | 944.92%-957.0pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $8,364 | $3,274+155.5% | $3,009+178.0% | $4,740+76.5% |
| Participant deferral / active EE | $4,601 | $4,802-4.2% | $4,395+4.7% | $6,400-28.1% |
| Admin fee / account holder | $5,710 | $5,983-4.6% | $5,329+7.1% | $11,426-50.0% |