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 5-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 | $29,341 | $189,613-84.5% | $167,512-82.5% | $142,382-79.4% |
| Participation rate | 95.7% | 80.1%+15.5pp | 77.1%+18.6pp | 80.1%+15.5pp |
| Annual return | 17.69% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,021 | $4,349-53.5% | $3,882-47.9% | $4,299-53.0% |
| Participant deferral / active EE | $4,226 | $6,981-39.5% | $6,405-34.0% | $6,507-35.1% |
| Admin fee / account holder | $513 | $10,528-95.1% | $9,769-94.8% | $12,624-95.9% |