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 3-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 | $105,160 | $189,613-44.5% | $167,512-37.2% | $142,382-26.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 30.55% | 2024.68%-1994.1pp | 1615.79%-1585.2pp | 217.08%-186.5pp |
| Employer contribution / active EE | $4,752 | $4,349+9.3% | $3,882+22.4% | $4,299+10.5% |
| Participant deferral / active EE | $19,530 | $6,981+179.7% | $6,405+204.9% | $6,507+200.1% |
| Admin fee / account holder | $7,388 | $10,528-29.8% | $9,769-24.4% | $12,624-41.5% |