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 6-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 | $88,799 | $189,613-53.2% | $167,512-47.0% | $142,382-37.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.18% | 2024.68%-2002.5pp | 1615.79%-1593.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,886 | $4,349+12.3% | $3,882+25.9% | $4,299+13.6% |
| Participant deferral / active EE | $6,918 | $6,981-0.9% | $6,405+8.0% | $6,507+6.3% |
| Admin fee / account holder | $511 | $10,528-95.1% | $9,769-94.8% | $12,624-96.0% |