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 | $70,778 | $189,613-62.7% | $167,512-57.7% | $142,382-50.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 16.69% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,676 | $4,349-61.5% | $3,882-56.8% | $4,299-61.0% |
| Participant deferral / active EE | $4,987 | $6,981-28.6% | $6,405-22.1% | $6,507-23.4% |
| Admin fee / account holder | $43,115 | $10,528+309.5% | $9,769+341.3% | $12,624+241.5% |