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 | $111,516 | $189,613-41.2% | $167,512-33.4% | $142,382-21.7% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 15.23% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $772 | $4,349-82.2% | $3,882-80.1% | $4,299-82.0% |
| Participant deferral / active EE | $4,473 | $6,981-35.9% | $6,405-30.2% | $6,507-31.3% |
| Admin fee / account holder | $3,108 | $10,528-70.5% | $9,769-68.2% | $12,624-75.4% |