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 4-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 | $46,338 | $189,613-75.6% | $167,512-72.3% | $142,382-67.5% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 15.10% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,739 | $4,349-37.0% | $3,882-29.4% | $4,299-36.3% |
| Participant deferral / active EE | $6,140 | $6,981-12.1% | $6,405-4.1% | $6,507-5.6% |
| Admin fee / account holder | $7,743 | $10,528-26.5% | $9,769-20.7% | $12,624-38.7% |