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 | $39,342 | $171,865-77.1% | $149,718-73.7% | $147,584-73.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 189.80% | 2113.22%-1923.4pp | 1501.63%-1311.8pp | 578.55%-388.7pp |
| Employer contribution / active EE | $1,854 | $6,275-70.5% | $5,445-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $11,018 | $7,271+51.5% | $6,569+67.7% | $5,439+102.6% |
| Admin fee / account holder | $4,214 | $13,799-69.5% | $11,283-62.6% | $10,885-61.3% |