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 9-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 | $105,810 | $189,613-44.2% | $167,512-36.8% | $142,382-25.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.52% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $9,759 | $4,349+124.4% | $3,882+151.4% | $4,299+127.0% |
| Participant deferral / active EE | $22,412 | $6,981+221.0% | $6,405+249.9% | $6,507+244.4% |
| Admin fee / account holder | $794 | $10,528-92.5% | $9,769-91.9% | $12,624-93.7% |