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 | $55,542 | $189,613-70.7% | $167,512-66.8% | $142,382-61.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.80% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,451 | $4,349-43.6% | $3,882-36.8% | $4,299-43.0% |
| Participant deferral / active EE | $6,146 | $6,981-12.0% | $6,405-4.0% | $6,507-5.5% |
| Admin fee / account holder | $5,128 | $10,528-51.3% | $9,769-47.5% | $12,624-59.4% |