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 | $86,175 | $189,613-54.6% | $167,512-48.6% | $142,382-39.5% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 15.07% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,067 | $4,349-52.5% | $3,882-46.7% | $4,299-51.9% |
| Participant deferral / active EE | $10,236 | $6,981+46.6% | $6,405+59.8% | $6,507+57.3% |
| Admin fee / account holder | $328 | $10,528-96.9% | $9,769-96.6% | $12,624-97.4% |