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 | $137,750 | $189,613-27.4% | $167,512-17.8% | $142,382-3.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.02% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,790 | $4,349-58.8% | $3,882-53.9% | $4,299-58.4% |
| Participant deferral / active EE | $4,987 | $6,981-28.6% | $6,405-22.1% | $6,507-23.4% |
| Admin fee / account holder | $1,999 | $10,528-81.0% | $9,769-79.5% | $12,624-84.2% |