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 | $98,068 | $190,805-48.6% | $159,960-38.7% | $134,475-27.1% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -19.97% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,439 | $4,995-31.2% | $4,226-18.6% | $4,740-27.5% |
| Participant deferral / active EE | $8,302 | $6,923+19.9% | $6,182+34.3% | $6,400+29.7% |
| Admin fee / account holder | $618 | $10,471-94.1% | $8,698-92.9% | $11,426-94.6% |