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 9-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 | $89,494 | $189,613-52.8% | $167,512-46.6% | $142,382-37.1% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 17.49% | 2024.68%-2007.2pp | 1615.79%-1598.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,072 | $4,349-29.4% | $3,882-20.8% | $4,299-28.5% |
| Participant deferral / active EE | $7,931 | $6,981+13.6% | $6,405+23.8% | $6,507+21.9% |
| Admin fee / account holder | $1,788 | $10,528-83.0% | $9,769-81.7% | $12,624-85.8% |