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 | $138,316 | $189,613-27.1% | $167,512-17.4% | $142,382-2.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,858 | $4,349-11.3% | $3,882-0.6% | $4,299-10.2% |
| Participant deferral / active EE | $8,182 | $6,981+17.2% | $6,405+27.7% | $6,507+25.7% |
| Admin fee / account holder | $921 | $10,528-91.2% | $9,769-90.6% | $12,624-92.7% |