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 | $79,312 | $189,613-58.2% | $167,512-52.7% | $142,382-44.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.84% | 2024.68%-2010.8pp | 1615.79%-1602.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,411 | $4,349+1.4% | $3,882+13.6% | $4,299+2.6% |
| Participant deferral / active EE | $6,498 | $6,981-6.9% | $6,405+1.5% | $6,507-0.1% |
| Admin fee / account holder | $2,955 | $10,528-71.9% | $9,769-69.8% | $12,624-76.6% |