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 | $81,554 | $189,613-57.0% | $167,512-51.3% | $142,382-42.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 17.72% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,440 | $4,349-43.9% | $3,882-37.1% | $4,299-43.2% |
| Participant deferral / active EE | $5,828 | $6,981-16.5% | $6,405-9.0% | $6,507-10.4% |
| Admin fee / account holder | $4,637 | $10,528-56.0% | $9,769-52.5% | $12,624-63.3% |