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 | $191,837 | $88,751+116.2% | $81,812+134.5% | $145,922+31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.86% | 1025.40%-999.5pp | 773.79%-747.9pp | 561.29%-535.4pp |
| Employer contribution / active EE | $29,581 | $3,083+859.4% | $2,912+915.7% | $4,660+534.8% |
| Participant deferral / active EE | $31,640 | $4,643+581.4% | $4,319+632.6% | $6,688+373.1% |
| Admin fee / account holder | $986 | $8,415-88.3% | $7,386-86.7% | $13,397-92.6% |