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 | $127,011 | $171,865-26.1% | $149,718-15.2% | $147,584-13.9% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 18.94% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $12,585 | $6,275+100.5% | $5,445+131.1% | $4,876+158.1% |
| Participant deferral / active EE | $15,148 | $7,271+108.3% | $6,569+130.6% | $5,439+178.5% |
| Admin fee / account holder | $9,584 | $13,799-30.5% | $11,283-15.1% | $10,885-12.0% |