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 | $55,105 | $150,440-63.4% | $136,294-59.6% | $147,584-62.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.66% | 1049.08%-1025.4pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $8,902 | $5,256+69.4% | $4,695+89.6% | $4,876+82.6% |
| Participant deferral / active EE | $9,268 | $6,630+39.8% | $6,247+48.4% | $5,439+70.4% |
| Admin fee / account holder | $2,428 | $10,905-77.7% | $9,243-73.7% | $10,885-77.7% |