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 | $113,647 | $160,055-29.0% | $140,016-18.8% | $135,375-16.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.23% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $13,280 | $6,420+106.8% | $5,606+136.9% | $4,779+177.9% |
| Participant deferral / active EE | $12,550 | $7,642+64.2% | $6,927+81.2% | $5,609+123.8% |
| Admin fee / account holder | $1,816 | $13,328-86.4% | $10,705-83.0% | $10,827-83.2% |