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 | $198,162 | $171,865+15.3% | $149,718+32.4% | $147,584+34.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.33% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $9,000 | $6,275+43.4% | $5,445+65.3% | $4,876+84.6% |
| Participant deferral / active EE | $24,900 | $7,271+242.5% | $6,569+279.1% | $5,439+357.8% |
| Admin fee / account holder | $17,372 | $13,799+25.9% | $11,283+54.0% | $10,885+59.6% |