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 8-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 | $29,932 | $189,613-84.2% | $167,512-82.1% | $142,382-79.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.33% | 2024.68%-2004.3pp | 1615.79%-1595.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,995 | $4,349-8.1% | $3,882+2.9% | $4,299-7.1% |
| Participant deferral / active EE | $2,160 | $6,981-69.1% | $6,405-66.3% | $6,507-66.8% |
| Admin fee / account holder | $2,282 | $10,528-78.3% | $9,769-76.6% | $12,624-81.9% |