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 | $30,023 | $150,440-80.0% | $136,294-78.0% | $147,584-79.7% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 15.87% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,907 | $5,256+50.4% | $4,695+68.4% | $4,876+62.1% |
| Participant deferral / active EE | $6,055 | $6,630-8.7% | $6,247-3.1% | $5,439+11.3% |
| Admin fee / account holder | $665 | $10,905-93.9% | $9,243-92.8% | $10,885-93.9% |