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 4-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 | $22,492 | $189,613-88.1% | $167,512-86.6% | $142,382-84.2% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 23.72% | 2024.68%-2001.0pp | 1615.79%-1592.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $5,059 | $4,349+16.3% | $3,882+30.3% | $4,299+17.7% |
| Participant deferral / active EE | $6,665 | $6,981-4.5% | $6,405+4.1% | $6,507+2.4% |
| Admin fee / account holder | $6,086 | $10,528-42.2% | $9,769-37.7% | $12,624-51.8% |