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 5-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 | $136,741 | $189,613-27.9% | $167,512-18.4% | $142,382-4.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.72% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,206 | $4,349-3.3% | $3,882+8.3% | $4,299-2.2% |
| Participant deferral / active EE | $10,222 | $6,981+46.4% | $6,405+59.6% | $6,507+57.1% |
| Admin fee / account holder | $2,091 | $10,528-80.1% | $9,769-78.6% | $12,624-83.4% |