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 3-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 | $19,619 | $189,613-89.7% | $167,512-88.3% | $142,382-86.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.53% | 2024.68%-1998.1pp | 1615.79%-1589.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $4,740 | $4,349+9.0% | $3,882+22.1% | $4,299+10.2% |
| Participant deferral / active EE | $5,635 | $6,981-19.3% | $6,405-12.0% | $6,507-13.4% |
| Admin fee / account holder | $1,622 | $10,528-84.6% | $9,769-83.4% | $12,624-87.2% |