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 | $37,220 | $189,613-80.4% | $167,512-77.8% | $142,382-73.9% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 20.31% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,416 | $4,349-21.5% | $3,882-12.0% | $4,299-20.6% |
| Participant deferral / active EE | $4,546 | $6,981-34.9% | $6,405-29.0% | $6,507-30.1% |
| Admin fee / account holder | $1,123 | $10,528-89.3% | $9,769-88.5% | $12,624-91.1% |