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 | $200,089 | $189,613+5.5% | $167,512+19.4% | $142,382+40.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.76% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,882 | $4,349-10.7% | $3,8820% | $4,299-9.7% |
| Participant deferral / active EE | $3,882 | $6,981-44.4% | $6,405-39.4% | $6,507-40.3% |
| Admin fee / account holder | $19,775 | $10,528+87.8% | $9,769+102.4% | $12,624+56.6% |