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 | $44,090 | $189,613-76.7% | $167,512-73.7% | $142,382-69.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 13.86% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,918 | $4,349-55.9% | $3,882-50.6% | $4,299-55.4% |
| Participant deferral / active EE | $4,678 | $6,981-33.0% | $6,405-27.0% | $6,507-28.1% |
| Admin fee / account holder | $2,808 | $10,528-73.3% | $9,769-71.3% | $12,624-77.8% |