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 | $159,788 | $189,613-15.7% | $167,512-4.6% | $142,382+12.2% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 16.94% | 2024.68%-2007.7pp | 1615.79%-1598.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,558 | $4,349-41.2% | $3,882-34.1% | $4,299-40.5% |
| Participant deferral / active EE | $7,361 | $6,981+5.4% | $6,405+14.9% | $6,507+13.1% |
| Admin fee / account holder | $3,353 | $10,528-68.2% | $9,769-65.7% | $12,624-73.4% |