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 5-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 | $66,135 | $189,613-65.1% | $167,512-60.5% | $142,382-53.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,103 | $4,349-51.6% | $3,882-45.8% | $4,299-51.1% |
| Participant deferral / active EE | $6,431 | $6,981-7.9% | $6,405+0.4% | $6,507-1.2% |
| Admin fee / account holder | $2,483 | $10,528-76.4% | $9,769-74.6% | $12,624-80.3% |