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 4-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 | $43,836 | $189,613-76.9% | $167,512-73.8% | $142,382-69.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.21% | 2024.68%-2001.5pp | 1615.79%-1592.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,975 | $4,349-54.6% | $3,882-49.1% | $4,299-54.1% |
| Participant deferral / active EE | $9,519 | $6,981+36.3% | $6,405+48.6% | $6,507+46.3% |
| Admin fee / account holder | $406 | $10,528-96.1% | $9,769-95.8% | $12,624-96.8% |