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 | $102,848 | $189,613-45.8% | $167,512-38.6% | $142,382-27.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 15.16% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,995 | $4,349-54.1% | $3,882-48.6% | $4,299-53.6% |
| Participant deferral / active EE | $6,593 | $6,981-5.6% | $6,405+2.9% | $6,507+1.3% |
| Admin fee / account holder | $373 | $10,528-96.5% | $9,769-96.2% | $12,624-97.0% |