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 4-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 | $40,127 | $189,613-78.8% | $167,512-76.0% | $142,382-71.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.43% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,053 | $4,349-75.8% | $3,882-72.9% | $4,299-75.5% |
| Participant deferral / active EE | $2,105 | $6,981-69.8% | $6,405-67.1% | $6,507-67.6% |
| Admin fee / account holder | $559 | $10,528-94.7% | $9,769-94.3% | $12,624-95.6% |