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 | $44,530 | $171,865-74.1% | $149,718-70.3% | $147,584-69.8% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 14.48% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,958 | $6,275-52.9% | $5,445-45.7% | $4,876-39.3% |
| Participant deferral / active EE | $5,906 | $7,271-18.8% | $6,569-10.1% | $5,439+8.6% |
| Admin fee / account holder | $14,832 | $13,799+7.5% | $11,283+31.5% | $10,885+36.3% |