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 | $213,021 | $190,805+11.6% | $159,960+33.2% | $134,475+58.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.21% | 552.23%-569.4pp | 408.60%-425.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,243 | $4,995+25.0% | $4,226+47.7% | $4,740+31.7% |
| Participant deferral / active EE | $10,483 | $6,923+51.4% | $6,182+69.6% | $6,400+63.8% |
| Admin fee / account holder | $4,826 | $10,471-53.9% | $8,698-44.5% | $11,426-57.8% |