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 10-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 | $97,669 | $189,613-48.5% | $167,512-41.7% | $142,382-31.4% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 21.05% | 2024.68%-2003.6pp | 1615.79%-1594.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,572 | $4,349-17.9% | $3,882-8.0% | $4,299-16.9% |
| Participant deferral / active EE | $6,363 | $6,981-8.9% | $6,405-0.6% | $6,507-2.2% |
| Admin fee / account holder | $768 | $10,528-92.7% | $9,769-92.1% | $12,624-93.9% |