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 | $134,252 | $189,613-29.2% | $167,512-19.9% | $142,382-5.7% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 10.47% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,792 | $4,349-58.8% | $3,882-53.8% | $4,299-58.3% |
| Participant deferral / active EE | $4,506 | $6,981-35.5% | $6,405-29.7% | $6,507-30.8% |
| Admin fee / account holder | $11,700 | $10,528+11.1% | $9,769+19.8% | $12,624-7.3% |