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 | $83,476 | $189,613-56.0% | $167,512-50.2% | $142,382-41.4% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 17.14% | 2024.68%-2007.5pp | 1615.79%-1598.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,055 | $4,349-52.7% | $3,882-47.1% | $4,299-52.2% |
| Participant deferral / active EE | $9,104 | $6,981+30.4% | $6,405+42.1% | $6,507+39.9% |
| Admin fee / account holder | $1,059 | $10,528-89.9% | $9,769-89.2% | $12,624-91.6% |