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 | $143,765 | $189,613-24.2% | $167,512-14.2% | $142,382+1.0% |
| Participation rate | 78.6% | 80.1%-1.6pp | 77.1%+1.5pp | 80.1%-1.5pp |
| Annual return | 13.73% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,703 | $4,349-14.9% | $3,882-4.6% | $4,299-13.9% |
| Participant deferral / active EE | $13,066 | $6,981+87.2% | $6,405+104.0% | $6,507+100.8% |
| Admin fee / account holder | $12,382 | $10,528+17.6% | $9,769+26.8% | $12,624-1.9% |