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 | $72,826 | $171,865-57.6% | $149,718-51.4% | $147,584-50.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.19% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $7,423 | $6,275+18.3% | $5,445+36.3% | $4,876+52.2% |
| Participant deferral / active EE | $4,855 | $7,271-33.2% | $6,569-26.1% | $5,439-10.7% |
| Admin fee / account holder | $4,559 | $13,799-67.0% | $11,283-59.6% | $10,885-58.1% |