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 | $187,897 | $150,440+24.9% | $136,294+37.9% | $147,584+27.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.92% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $4,935 | $5,256-6.1% | $4,695+5.1% | $4,876+1.2% |
| Participant deferral / active EE | $8,796 | $6,630+32.7% | $6,247+40.8% | $5,439+61.7% |
| Admin fee / account holder | $10,712 | $10,905-1.8% | $9,243+15.9% | $10,885-1.6% |