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 | $114,620 | $189,613-39.6% | $167,512-31.6% | $142,382-19.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.33% | 2024.68%-2010.3pp | 1615.79%-1601.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,689 | $4,349-15.2% | $3,882-5.0% | $4,299-14.2% |
| Participant deferral / active EE | $11,888 | $6,981+70.3% | $6,405+85.6% | $6,507+82.7% |
| Admin fee / account holder | $927 | $10,528-91.2% | $9,769-90.5% | $12,624-92.7% |