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 | $66,848 | $150,440-55.6% | $136,294-51.0% | $147,584-54.7% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 20.68% | 1049.08%-1028.4pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $3,872 | $5,256-26.3% | $4,695-17.5% | $4,876-20.6% |
| Participant deferral / active EE | $6,051 | $6,630-8.7% | $6,247-3.1% | $5,439+11.3% |
| Admin fee / account holder | $547 | $10,905-95.0% | $9,243-94.1% | $10,885-95.0% |