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 | $160,551 | $189,613-15.3% | $167,512-4.2% | $142,382+12.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 19.04% | 2024.68%-2005.6pp | 1615.79%-1596.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,177 | $4,349-26.9% | $3,882-18.1% | $4,299-26.1% |
| Participant deferral / active EE | $8,229 | $6,981+17.9% | $6,405+28.5% | $6,507+26.5% |
| Admin fee / account holder | $377 | $10,528-96.4% | $9,769-96.1% | $12,624-97.0% |