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 6-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 | $29,495 | $189,613-84.4% | $167,512-82.4% | $142,382-79.3% |
| Participation rate | 81.3% | 80.1%+1.1pp | 77.1%+4.2pp | 80.1%+1.1pp |
| Annual return | 26.45% | 2024.68%-1998.2pp | 1615.79%-1589.3pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,887 | $4,349-56.6% | $3,882-51.4% | $4,299-56.1% |
| Participant deferral / active EE | $4,199 | $6,981-39.9% | $6,405-34.4% | $6,507-35.5% |
| Admin fee / account holder | $1,667 | $10,528-84.2% | $9,769-82.9% | $12,624-86.8% |