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 3-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 | $14,471 | $189,613-92.4% | $167,512-91.4% | $142,382-89.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.23% | 2024.68%-2000.4pp | 1615.79%-1591.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,318 | $4,349-46.7% | $3,882-40.3% | $4,299-46.1% |
| Participant deferral / active EE | $2,592 | $6,981-62.9% | $6,405-59.5% | $6,507-60.2% |
| Admin fee / account holder | $338 | $10,528-96.8% | $9,769-96.5% | $12,624-97.3% |