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 | $88,057 | $189,613-53.6% | $167,512-47.4% | $142,382-38.2% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 14.15% | 2024.68%-2010.5pp | 1615.79%-1601.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,206 | $4,349+19.7% | $3,882+34.1% | $4,299+21.1% |
| Participant deferral / active EE | $11,699 | $6,981+67.6% | $6,405+82.7% | $6,507+79.8% |
| Admin fee / account holder | $2,547 | $10,528-75.8% | $9,769-73.9% | $12,624-79.8% |