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 | $216,692 | $150,440+44.0% | $136,294+59.0% | $147,584+46.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.47% | 1049.08%-1025.6pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $3,636 | $5,256-30.8% | $4,695-22.6% | $4,876-25.4% |
| Participant deferral / active EE | $6,809 | $6,630+2.7% | $6,247+9.0% | $5,439+25.2% |
| Admin fee / account holder | $656 | $10,905-94.0% | $9,243-92.9% | $10,885-94.0% |