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 | $175,352 | $189,613-7.5% | $167,512+4.7% | $142,382+23.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.83% | 2024.68%-2000.8pp | 1615.79%-1592.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $19,847 | $4,349+356.4% | $3,882+411.3% | $4,299+361.6% |
| Participant deferral / active EE | $15,282 | $6,981+118.9% | $6,405+138.6% | $6,507+134.9% |
| Admin fee / account holder | $1,625 | $10,528-84.6% | $9,769-83.4% | $12,624-87.1% |