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 8-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 | $24,466 | $189,613-87.1% | $167,512-85.4% | $142,382-82.8% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 16.94% | 2024.68%-2007.7pp | 1615.79%-1598.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,334 | $4,349-69.3% | $3,882-65.6% | $4,299-69.0% |
| Participant deferral / active EE | $3,858 | $6,981-44.7% | $6,405-39.8% | $6,507-40.7% |
| Admin fee / account holder | $1,159 | $10,528-89.0% | $9,769-88.1% | $12,624-90.8% |