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 | $84,951 | $150,440-43.5% | $136,294-37.7% | $147,584-42.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.09% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $7,062 | $5,256+34.4% | $4,695+50.4% | $4,876+44.8% |
| Participant deferral / active EE | $13,042 | $6,630+96.7% | $6,247+108.8% | $5,439+139.8% |
| Admin fee / account holder | $7,356 | $10,905-32.5% | $9,243-20.4% | $10,885-32.4% |