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 10-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 | $17,405 | $189,613-90.8% | $167,512-89.6% | $142,382-87.8% |
| Participation rate | 90.5% | 80.1%+10.3pp | 77.1%+13.4pp | 80.1%+10.4pp |
| Annual return | 19.21% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,247 | $4,349-48.3% | $3,882-42.1% | $4,299-47.7% |
| Participant deferral / active EE | $3,648 | $6,981-47.7% | $6,405-43.0% | $6,507-43.9% |
| Admin fee / account holder | $2,840 | $10,528-73.0% | $9,769-70.9% | $12,624-77.5% |