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 | $33,124 | $150,440-78.0% | $136,294-75.7% | $147,584-77.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.52% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,853 | $5,256-45.7% | $4,695-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $4,164 | $6,630-37.2% | $6,247-33.3% | $5,439-23.4% |
| Admin fee / account holder | $3,998 | $10,905-63.3% | $9,243-56.8% | $10,885-63.3% |