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 | $59,744 | $189,613-68.5% | $167,512-64.3% | $142,382-58.0% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 20.24% | 2024.68%-2004.4pp | 1615.79%-1595.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,183 | $4,349-49.8% | $3,882-43.7% | $4,299-49.2% |
| Participant deferral / active EE | $5,621 | $6,981-19.5% | $6,405-12.2% | $6,507-13.6% |
| Admin fee / account holder | $1,147 | $10,528-89.1% | $9,769-88.3% | $12,624-90.9% |