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 | $155,026 | $171,865-9.8% | $149,718+3.5% | $147,584+5.0% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 31.91% | 2113.22%-2081.3pp | 1501.63%-1469.7pp | 578.55%-546.6pp |
| Employer contribution / active EE | $28,800 | $6,275+359.0% | $5,445+428.9% | $4,876+490.6% |
| Participant deferral / active EE | $15,000 | $7,271+106.3% | $6,569+128.3% | $5,439+175.8% |
| Admin fee / account holder | $2,676 | $13,799-80.6% | $11,283-76.3% | $10,885-75.4% |