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 3-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 | $16,784 | $189,613-91.1% | $167,512-90.0% | $142,382-88.2% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 22.43% | 2024.68%-2002.2pp | 1615.79%-1593.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,317 | $4,349-69.7% | $3,882-66.1% | $4,299-69.4% |
| Participant deferral / active EE | $4,053 | $6,981-41.9% | $6,405-36.7% | $6,507-37.7% |
| Admin fee / account holder | $561 | $10,528-94.7% | $9,769-94.3% | $12,624-95.6% |