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 | $143,982 | $189,613-24.1% | $167,512-14.0% | $142,382+1.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 19.50% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,686 | $4,349-15.2% | $3,882-5.0% | $4,299-14.3% |
| Participant deferral / active EE | $8,774 | $6,981+25.7% | $6,405+37.0% | $6,507+34.8% |
| Admin fee / account holder | $1,061 | $10,528-89.9% | $9,769-89.1% | $12,624-91.6% |