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 | $134,714 | $100,852+33.6% | $90,404+49.0% | $158,922-15.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.71% | 1724.20%-1694.5pp | 1293.02%-1263.3pp | 302.83%-273.1pp |
| Employer contribution / active EE | $1,111 | $3,689-69.9% | $3,262-65.9% | $4,761-76.7% |
| Participant deferral / active EE | $2,386 | $4,348-45.1% | $3,963-39.8% | $5,982-60.1% |
| Admin fee / account holder | $30,020 | $6,501+361.8% | $5,611+435.0% | $11,246+166.9% |