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 | $248,007 | $171,865+44.3% | $149,718+65.6% | $147,584+68.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.95% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $15,076 | $6,275+140.2% | $5,445+176.9% | $4,876+209.2% |
| Participant deferral / active EE | $11,636 | $7,271+60.0% | $6,569+77.1% | $5,439+113.9% |
| Admin fee / account holder | $10,815 | $13,799-21.6% | $11,283-4.1% | $10,885-0.6% |