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 | $235,484 | $150,440+56.5% | $136,294+72.8% | $147,584+59.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 11.26% | 1049.08%-1037.8pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,068 | $5,256-41.6% | $4,695-34.7% | $4,876-37.1% |
| Participant deferral / active EE | $7,303 | $6,630+10.1% | $6,247+16.9% | $5,439+34.3% |
| Admin fee / account holder | $41,620 | $10,905+281.6% | $9,243+350.3% | $10,885+282.3% |