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 | $185,677 | $150,440+23.4% | $136,294+36.2% | $147,584+25.8% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 16.24% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,334 | $5,256-36.6% | $4,695-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $5,476 | $6,630-17.4% | $6,247-12.3% | $5,439+0.7% |
| Admin fee / account holder | $1,134 | $10,905-89.6% | $9,243-87.7% | $10,885-89.6% |