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 | $94,145 | $150,440-37.4% | $136,294-30.9% | $147,584-36.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 18.67% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,002 | $5,256-61.9% | $4,695-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $6,484 | $6,630-2.2% | $6,247+3.8% | $5,439+19.2% |
| Admin fee / account holder | $4,312 | $10,905-60.5% | $9,243-53.4% | $10,885-60.4% |