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 | $63,452 | $150,440-57.8% | $136,294-53.4% | $147,584-57.0% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 25.88% | 1049.08%-1023.2pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $6,173 | $5,256+17.5% | $4,695+31.5% | $4,876+26.6% |
| Participant deferral / active EE | $12,123 | $6,630+82.8% | $6,247+94.1% | $5,439+122.9% |
| Admin fee / account holder | $7,114 | $10,905-34.8% | $9,243-23.0% | $10,885-34.6% |