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 | $23,427 | $189,613-87.6% | $167,512-86.0% | $142,382-83.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.05% | 2024.68%-2002.6pp | 1615.79%-1593.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,980 | $4,349-54.5% | $3,882-49.0% | $4,299-53.9% |
| Participant deferral / active EE | $5,195 | $6,981-25.6% | $6,405-18.9% | $6,507-20.2% |
| Admin fee / account holder | $1,164 | $10,528-88.9% | $9,769-88.1% | $12,624-90.8% |