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 7-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 | $71,022 | $189,613-62.5% | $167,512-57.6% | $142,382-50.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 57.69% | 2024.68%-1967.0pp | 1615.79%-1558.1pp | 217.08%-159.4pp |
| Employer contribution / active EE | $1,953 | $4,349-55.1% | $3,882-49.7% | $4,299-54.6% |
| Participant deferral / active EE | $3,669 | $6,981-47.4% | $6,405-42.7% | $6,507-43.6% |
| Admin fee / account holder | $2,429 | $10,528-76.9% | $9,769-75.1% | $12,624-80.8% |