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 | $46,413 | $189,613-75.5% | $167,512-72.3% | $142,382-67.4% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 16.68% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,379 | $4,349-22.3% | $3,882-13.0% | $4,299-21.4% |
| Participant deferral / active EE | $6,824 | $6,981-2.3% | $6,405+6.5% | $6,507+4.9% |
| Admin fee / account holder | $5,133 | $10,528-51.2% | $9,769-47.5% | $12,624-59.3% |