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 4-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 | $15,122 | $189,613-92.0% | $167,512-91.0% | $142,382-89.4% |
| Participation rate | 78.6% | 80.1%-1.6pp | 77.1%+1.5pp | 80.1%-1.5pp |
| Annual return | 18.40% | 2024.68%-2006.3pp | 1615.79%-1597.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,507 | $4,349-65.4% | $3,882-61.2% | $4,299-65.0% |
| Participant deferral / active EE | $1,956 | $6,981-72.0% | $6,405-69.5% | $6,507-69.9% |
| Admin fee / account holder | $1,577 | $10,528-85.0% | $9,769-83.9% | $12,624-87.5% |