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 | $93,448 | $189,613-50.7% | $167,512-44.2% | $142,382-34.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 2024.68%-2009.1pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,137 | $4,349-27.9% | $3,882-19.2% | $4,299-27.0% |
| Participant deferral / active EE | $7,404 | $6,981+6.1% | $6,405+15.6% | $6,507+13.8% |
| Admin fee / account holder | $2,701 | $10,528-74.3% | $9,769-72.3% | $12,624-78.6% |