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 | $102,248 | $189,613-46.1% | $167,512-39.0% | $142,382-28.2% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 15.49% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,441 | $4,349+25.1% | $3,882+40.2% | $4,299+26.6% |
| Participant deferral / active EE | $13,076 | $6,981+87.3% | $6,405+104.2% | $6,507+100.9% |
| Admin fee / account holder | $1,957 | $10,528-81.4% | $9,769-80.0% | $12,624-84.5% |