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 | $218,713 | $150,440+45.4% | $136,294+60.5% | $147,584+48.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.22% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,870 | $5,256-64.4% | $4,695-60.2% | $4,876-61.7% |
| Participant deferral / active EE | $5,440 | $6,630-18.0% | $6,247-12.9% | $5,4390% |
| Admin fee / account holder | $1,931 | $10,905-82.3% | $9,243-79.1% | $10,885-82.3% |