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 7-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 | $21,524 | $189,613-88.6% | $167,512-87.2% | $142,382-84.9% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 14.74% | 2024.68%-2009.9pp | 1615.79%-1601.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,222 | $4,349-2.9% | $3,882+8.8% | $4,299-1.8% |
| Participant deferral / active EE | $7,574 | $6,981+8.5% | $6,405+18.3% | $6,507+16.4% |
| Admin fee / account holder | $1,074 | $10,528-89.8% | $9,769-89.0% | $12,624-91.5% |