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 | $157,404 | $189,613-17.0% | $167,512-6.0% | $142,382+10.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 2024.68%-2005.8pp | 1615.79%-1597.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,841 | $4,349-57.7% | $3,882-52.6% | $4,299-57.2% |
| Participant deferral / active EE | $8,637 | $6,981+23.7% | $6,405+34.9% | $6,507+32.7% |
| Admin fee / account holder | $808 | $10,528-92.3% | $9,769-91.7% | $12,624-93.6% |