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 | $98,132 | $189,613-48.2% | $167,512-41.4% | $142,382-31.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.38% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,867 | $4,349-11.1% | $3,882-0.4% | $4,299-10.0% |
| Participant deferral / active EE | $9,551 | $6,981+36.8% | $6,405+49.1% | $6,507+46.8% |
| Admin fee / account holder | $362 | $10,528-96.6% | $9,769-96.3% | $12,624-97.1% |