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 | $114,155 | $189,613-39.8% | $167,512-31.9% | $142,382-19.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.92% | 2024.68%-2000.8pp | 1615.79%-1591.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,618 | $4,349-39.8% | $3,882-32.6% | $4,299-39.1% |
| Participant deferral / active EE | $12,494 | $6,981+79.0% | $6,405+95.1% | $6,507+92.0% |
| Admin fee / account holder | $432 | $10,528-95.9% | $9,769-95.6% | $12,624-96.6% |