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 | $66,879 | $189,613-64.7% | $167,512-60.1% | $142,382-53.0% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 13.34% | 2024.68%-2011.3pp | 1615.79%-1602.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $762 | $4,349-82.5% | $3,882-80.4% | $4,299-82.3% |
| Participant deferral / active EE | $8,808 | $6,981+26.2% | $6,405+37.5% | $6,507+35.4% |
| Admin fee / account holder | $1,944 | $10,528-81.5% | $9,769-80.1% | $12,624-84.6% |