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 | $38,802 | $189,613-79.5% | $167,512-76.8% | $142,382-72.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 24.61% | 2024.68%-2000.1pp | 1615.79%-1591.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $4,449 | $4,349+2.3% | $3,882+14.6% | $4,299+3.5% |
| Participant deferral / active EE | $7,386 | $6,981+5.8% | $6,405+15.3% | $6,507+13.5% |
| Admin fee / account holder | $1,828 | $10,528-82.6% | $9,769-81.3% | $12,624-85.5% |