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 8-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 | $157,804 | $189,613-16.8% | $167,512-5.8% | $142,382+10.8% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 21.12% | 2024.68%-2003.6pp | 1615.79%-1594.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,974 | $4,349+14.4% | $3,882+28.1% | $4,299+15.7% |
| Participant deferral / active EE | $8,260 | $6,981+18.3% | $6,405+29.0% | $6,507+26.9% |
| Admin fee / account holder | $331 | $10,528-96.9% | $9,769-96.6% | $12,624-97.4% |