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 5-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 | $123,970 | $189,613-34.6% | $167,512-26.0% | $142,382-12.9% |
| Participation rate | 76.5% | 80.1%-3.7pp | 77.1%-0.6pp | 80.1%-3.6pp |
| Annual return | 17.57% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,667 | $4,349-15.7% | $3,882-5.5% | $4,299-14.7% |
| Participant deferral / active EE | $7,399 | $6,981+6.0% | $6,405+15.5% | $6,507+13.7% |
| Admin fee / account holder | $8,179 | $10,528-22.3% | $9,769-16.3% | $12,624-35.2% |