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 | $226,929 | $189,613+19.7% | $167,512+35.5% | $142,382+59.4% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 27.50% | 2024.68%-1997.2pp | 1615.79%-1588.3pp | 217.08%-189.6pp |
| Employer contribution / active EE | $1,689 | $4,349-61.2% | $3,882-56.5% | $4,299-60.7% |
| Participant deferral / active EE | $4,065 | $6,981-41.8% | $6,405-36.5% | $6,507-37.5% |
| Admin fee / account holder | $7,183 | $10,528-31.8% | $9,769-26.5% | $12,624-43.1% |