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 | $155,171 | $88,751+74.8% | $81,812+89.7% | $145,922+6.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.50% | 1025.40%-1005.9pp | 773.79%-754.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $15,448 | $3,083+401.0% | $2,912+430.4% | $4,660+231.5% |
| Participant deferral / active EE | $7,469 | $4,643+60.9% | $4,319+72.9% | $6,688+11.7% |
| Admin fee / account holder | $31,632 | $8,415+275.9% | $7,386+328.3% | $13,397+136.1% |