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 | $177,942 | $202,318-12.0% | $172,739+3.0% | $152,861+16.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 61.46% | 1029.65%-968.2pp | 802.84%-741.4pp | 345.32%-283.9pp |
| Employer contribution / active EE | $21,811 | $5,856+272.4% | $5,143+324.1% | $4,762+358.0% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,850+8.3% |
| Admin fee / account holder | $3,229 | $17,109-81.1% | $13,954-76.9% | $11,596-72.2% |