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 | $81,219 | $96,305-15.7% | $80,569+0.8% | $139,434-41.8% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 15.77% | 1350.08%-1334.3pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,316 | $3,262+1.7% | $2,723+21.8% | $4,751-30.2% |
| Participant deferral / active EE | $7,921 | $5,232+51.4% | $4,447+78.1% | $6,710+18.0% |
| Admin fee / account holder | $720 | $6,599-89.1% | $5,377-86.6% | $11,403-93.7% |