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 | $220,152 | $189,613+16.1% | $167,512+31.4% | $142,382+54.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 14.20% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,367 | $4,349-22.6% | $3,882-13.3% | $4,299-21.7% |
| Participant deferral / active EE | $7,540 | $6,981+8.0% | $6,405+17.7% | $6,507+15.9% |
| Admin fee / account holder | $669 | $10,528-93.6% | $9,769-93.2% | $12,624-94.7% |