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 | $57,715 | $150,440-61.6% | $136,294-57.7% | $147,584-60.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 140.43% | 1049.08%-908.7pp | 5155.94%-5015.5pp | 578.55%-438.1pp |
| Employer contribution / active EE | $5,587 | $5,256+6.3% | $4,695+19.0% | $4,876+14.6% |
| Participant deferral / active EE | $10,706 | $6,630+61.5% | $6,247+71.4% | $5,439+96.9% |
| Admin fee / account holder | $5,665 | $10,905-48.1% | $9,243-38.7% | $10,885-48.0% |