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 | $163,600 | $171,865-4.8% | $149,718+9.3% | $147,584+10.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.99% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $21,302 | $6,275+239.5% | $5,445+291.2% | $4,876+336.8% |
| Participant deferral / active EE | $13,502 | $7,271+85.7% | $6,569+105.5% | $5,439+148.3% |
| Admin fee / account holder | $739 | $13,799-94.6% | $11,283-93.4% | $10,885-93.2% |