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 10-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 | $58,940 | $189,613-68.9% | $167,512-64.8% | $142,382-58.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 17.78% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,331 | $4,349+22.6% | $3,882+37.4% | $4,299+24.0% |
| Participant deferral / active EE | $7,307 | $6,981+4.7% | $6,405+14.1% | $6,507+12.3% |
| Admin fee / account holder | $17,157 | $10,528+63.0% | $9,769+75.6% | $12,624+35.9% |