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 6-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 | $23,649 | $189,613-87.5% | $167,512-85.9% | $142,382-83.4% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 19.65% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,784 | $4,349-59.0% | $3,882-54.0% | $4,299-58.5% |
| Participant deferral / active EE | $4,828 | $6,981-30.8% | $6,405-24.6% | $6,507-25.8% |
| Admin fee / account holder | $638 | $10,528-93.9% | $9,769-93.5% | $12,624-94.9% |