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 | $96,664 | $106,543-9.3% | $91,220+6.0% | $134,475-28.1% |
| Participation rate | 95.8% | 76.8%+19.0pp | 73.2%+22.6pp | 81.2%+14.6pp |
| Annual return | -13.97% | 160.60%-174.6pp | 114.01%-128.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,259 | $3,331+27.9% | $2,850+49.4% | $4,740-10.1% |
| Participant deferral / active EE | $5,941 | $4,719+25.9% | $4,234+40.3% | $6,400-7.2% |
| Admin fee / account holder | $3,945 | $6,231-36.7% | $5,420-27.2% | $11,426-65.5% |