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 | $29,698 | $189,613-84.3% | $167,512-82.3% | $142,382-79.1% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 14.03% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,287 | $4,349-47.4% | $3,882-41.1% | $4,299-46.8% |
| Participant deferral / active EE | $3,274 | $6,981-53.1% | $6,405-48.9% | $6,507-49.7% |
| Admin fee / account holder | $1,562 | $10,528-85.2% | $9,769-84.0% | $12,624-87.6% |