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 | $29,566 | $189,613-84.4% | $167,512-82.3% | $142,382-79.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 24.74% | 2024.68%-1999.9pp | 1615.79%-1591.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,475 | $4,349-43.1% | $3,882-36.2% | $4,299-42.4% |
| Participant deferral / active EE | $7,865 | $6,981+12.7% | $6,405+22.8% | $6,507+20.9% |
| Admin fee / account holder | $457 | $10,528-95.7% | $9,769-95.3% | $12,624-96.4% |