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 6-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 | $103,932 | $189,613-45.2% | $167,512-38.0% | $142,382-27.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.72% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,488 | $4,349-65.8% | $3,882-61.7% | $4,299-65.4% |
| Participant deferral / active EE | $17,757 | $6,981+154.3% | $6,405+177.3% | $6,507+172.9% |
| Admin fee / account holder | $383 | $10,528-96.4% | $9,769-96.1% | $12,624-97.0% |