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 | $14,204 | $189,613-92.5% | $167,512-91.5% | $142,382-90.0% |
| Participation rate | 95.2% | 80.1%+15.1pp | 77.1%+18.2pp | 80.1%+15.1pp |
| Annual return | 17.64% | 2024.68%-2007.0pp | 1615.79%-1598.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,370 | $4,349-68.5% | $3,882-64.7% | $4,299-68.1% |
| Participant deferral / active EE | $2,664 | $6,981-61.8% | $6,405-58.4% | $6,507-59.1% |
| Admin fee / account holder | $3,936 | $10,528-62.6% | $9,769-59.7% | $12,624-68.8% |