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 7-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 | $109,356 | $189,613-42.3% | $167,512-34.7% | $142,382-23.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.06% | 2024.68%-2003.6pp | 1615.79%-1594.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,766 | $4,349+55.6% | $3,882+74.3% | $4,299+57.4% |
| Participant deferral / active EE | $12,368 | $6,981+77.2% | $6,405+93.1% | $6,507+90.1% |
| Admin fee / account holder | $411 | $10,528-96.1% | $9,769-95.8% | $12,624-96.7% |