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 | $51,802 | $189,613-72.7% | $167,512-69.1% | $142,382-63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.49% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,032 | $4,349-7.3% | $3,882+3.9% | $4,299-6.2% |
| Participant deferral / active EE | $12,898 | $6,981+84.7% | $6,405+101.4% | $6,507+98.2% |
| Admin fee / account holder | $489 | $10,528-95.4% | $9,769-95.0% | $12,624-96.1% |