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 | $121,876 | $150,440-19.0% | $136,294-10.6% | $147,584-17.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.19% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,612 | $5,256-69.3% | $4,695-65.7% | $4,876-66.9% |
| Participant deferral / active EE | $4,935 | $6,630-25.6% | $6,247-21.0% | $5,439-9.3% |
| Admin fee / account holder | $316 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |