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 | $89,620 | $92,703-3.3% | $82,719+8.3% | $134,475-33.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.19% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,059 | $3,274-37.1% | $3,009-31.6% | $4,740-56.6% |
| Participant deferral / active EE | $6,981 | $4,802+45.4% | $4,395+58.8% | $6,400+9.1% |
| Admin fee / account holder | $673 | $5,983-88.7% | $5,329-87.4% | $11,426-94.1% |