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 | $59,187 | $171,865-65.6% | $149,718-60.5% | $147,584-59.9% |
| Participation rate | 87.0% | 88.2%-1.2pp | 87.1%-0.1pp | 82.8%+4.1pp |
| Annual return | 60.68% | 2113.22%-2052.5pp | 1501.63%-1440.9pp | 578.55%-517.9pp |
| Employer contribution / active EE | $2,821 | $6,275-55.0% | $5,445-48.2% | $4,876-42.1% |
| Participant deferral / active EE | $8,865 | $7,271+21.9% | $6,569+34.9% | $5,439+63.0% |
| Admin fee / account holder | $853 | $13,799-93.8% | $11,283-92.4% | $10,885-92.2% |