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 9-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 | $154,715 | $84,695+82.7% | $73,843+109.5% | $125,391+23.4% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.4%+13.2pp | 83.2%+3.5pp |
| Annual return | 0.67% | 3123.53%-3122.9pp | 2267.84%-2267.2pp | 282.22%-281.6pp |
| Employer contribution / active EE | $4,466 | $3,123+43.0% | $2,787+60.2% | $4,866-8.2% |
| Participant deferral / active EE | $5,149 | $3,992+29.0% | $3,583+43.7% | $5,352-3.8% |
| Admin fee / account holder | $733 | $5,691-87.1% | $4,880-85.0% | $9,540-92.3% |