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 | $113,902 | $171,865-33.7% | $149,718-23.9% | $147,584-22.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 19.47% | 2113.22%-2093.7pp | 1501.63%-1482.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,359 | $6,275-62.4% | $5,445-56.7% | $4,876-51.6% |
| Participant deferral / active EE | $4,049 | $7,271-44.3% | $6,569-38.4% | $5,439-25.6% |
| Admin fee / account holder | $3,070 | $13,799-77.8% | $11,283-72.8% | $10,885-71.8% |