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 8-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 | $191,014 | $189,613+0.7% | $167,512+14.0% | $142,382+34.2% |
| Participation rate | 88.2% | 80.1%+8.1pp | 77.1%+11.2pp | 80.1%+8.1pp |
| Annual return | 16.99% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,586 | $4,349-40.5% | $3,882-33.4% | $4,299-39.9% |
| Participant deferral / active EE | $12,134 | $6,981+73.8% | $6,405+89.5% | $6,507+86.5% |
| Admin fee / account holder | $5,422 | $10,528-48.5% | $9,769-44.5% | $12,624-57.0% |