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 4-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 | $49,455 | $189,613-73.9% | $167,512-70.5% | $142,382-65.3% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 22.69% | 2024.68%-2002.0pp | 1615.79%-1593.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,189 | $4,349-26.7% | $3,882-17.8% | $4,299-25.8% |
| Participant deferral / active EE | $3,996 | $6,981-42.8% | $6,405-37.6% | $6,507-38.6% |
| Admin fee / account holder | $1,086 | $10,528-89.7% | $9,769-88.9% | $12,624-91.4% |