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 6-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 | $39,071 | $189,613-79.4% | $167,512-76.7% | $142,382-72.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 18.91% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,465 | $4,349-43.3% | $3,882-36.5% | $4,299-42.7% |
| Participant deferral / active EE | $6,533 | $6,981-6.4% | $6,405+2.0% | $6,507+0.4% |
| Admin fee / account holder | $2,560 | $10,528-75.7% | $9,769-73.8% | $12,624-79.7% |