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 | $32,498 | $189,613-82.9% | $167,512-80.6% | $142,382-77.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 18.36% | 2024.68%-2006.3pp | 1615.79%-1597.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,801 | $4,349-58.6% | $3,882-53.6% | $4,299-58.1% |
| Participant deferral / active EE | $4,139 | $6,981-40.7% | $6,405-35.4% | $6,507-36.4% |
| Admin fee / account holder | $2,953 | $10,528-71.9% | $9,769-69.8% | $12,624-76.6% |