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 | $167,194 | $150,440+11.1% | $136,294+22.7% | $147,584+13.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.06% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,609 | $5,256-31.3% | $4,695-23.1% | $4,876-26.0% |
| Participant deferral / active EE | $2,655 | $6,630-60.0% | $6,247-57.5% | $5,439-51.2% |
| Admin fee / account holder | $521 | $10,905-95.2% | $9,243-94.4% | $10,885-95.2% |