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 | $232,405 | $100,852+130.4% | $90,404+157.1% | $158,922+46.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.31% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $10,070 | $3,689+173.0% | $3,262+208.7% | $4,761+111.5% |
| Participant deferral / active EE | $9,050 | $4,348+108.1% | $3,963+128.3% | $5,982+51.3% |
| Admin fee / account holder | $9,222 | $6,501+41.8% | $5,611+64.4% | $11,246-18.0% |