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 3-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 | $51,567 | $189,613-72.8% | $167,512-69.2% | $142,382-63.8% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 20.99% | 2024.68%-2003.7pp | 1615.79%-1594.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,891 | $4,349+12.5% | $3,882+26.0% | $4,299+13.8% |
| Participant deferral / active EE | $8,887 | $6,981+27.3% | $6,405+38.8% | $6,507+36.6% |
| Admin fee / account holder | $3,620 | $10,528-65.6% | $9,769-62.9% | $12,624-71.3% |