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 5-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 | $19,236 | $189,613-89.9% | $167,512-88.5% | $142,382-86.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.94% | 2024.68%-2001.7pp | 1615.79%-1592.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,341 | $4,349-69.2% | $3,882-65.4% | $4,299-68.8% |
| Participant deferral / active EE | $5,643 | $6,981-19.2% | $6,405-11.9% | $6,507-13.3% |
| Admin fee / account holder | $1,582 | $10,528-85.0% | $9,769-83.8% | $12,624-87.5% |