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 | $27,662 | $189,613-85.4% | $167,512-83.5% | $142,382-80.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 28.56% | 2024.68%-1996.1pp | 1615.79%-1587.2pp | 217.08%-188.5pp |
| Employer contribution / active EE | $4,103 | $4,349-5.7% | $3,882+5.7% | $4,299-4.6% |
| Participant deferral / active EE | $7,136 | $6,981+2.2% | $6,405+11.4% | $6,507+9.7% |
| Admin fee / account holder | $690 | $10,528-93.4% | $9,769-92.9% | $12,624-94.5% |