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 | $126,448 | $189,613-33.3% | $167,512-24.5% | $142,382-11.2% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 13.74% | 2024.68%-2010.9pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,524 | $4,349-65.0% | $3,882-60.7% | $4,299-64.5% |
| Participant deferral / active EE | $4,232 | $6,981-39.4% | $6,405-33.9% | $6,507-35.0% |
| Admin fee / account holder | $7,222 | $10,528-31.4% | $9,769-26.1% | $12,624-42.8% |