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 9-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 | $50,473 | $189,613-73.4% | $167,512-69.9% | $142,382-64.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.41% | 2024.68%-2013.3pp | 1615.79%-1604.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,045 | $4,349-76.0% | $3,882-73.1% | $4,299-75.7% |
| Participant deferral / active EE | $2,123 | $6,981-69.6% | $6,405-66.8% | $6,507-67.4% |
| Admin fee / account holder | $1,277 | $10,528-87.9% | $9,769-86.9% | $12,624-89.9% |