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 | $120,930 | $189,613-36.2% | $167,512-27.8% | $142,382-15.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.30% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,824 | $4,349-35.1% | $3,882-27.3% | $4,299-34.3% |
| Participant deferral / active EE | $6,045 | $6,981-13.4% | $6,405-5.6% | $6,507-7.1% |
| Admin fee / account holder | $600 | $10,528-94.3% | $9,769-93.9% | $12,624-95.2% |