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 4-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 | $14,712 | $189,613-92.2% | $167,512-91.2% | $142,382-89.7% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 18.31% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,385 | $6,981-22.9% | $6,405-15.9% | $6,507-17.2% |
| Admin fee / account holder | $3,269 | $10,528-69.0% | $9,769-66.5% | $12,624-74.1% |