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 | $43,330 | $150,440-71.2% | $136,294-68.2% | $147,584-70.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.18% | 1049.08%-1028.9pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $7,279 | $5,256+38.5% | $4,695+55.0% | $4,876+49.3% |
| Participant deferral / active EE | $10,072 | $6,630+51.9% | $6,247+61.2% | $5,439+85.2% |
| Admin fee / account holder | $1,800 | $10,905-83.5% | $9,243-80.5% | $10,885-83.5% |