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 | $82,669 | $189,613-56.4% | $167,512-50.6% | $142,382-41.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.98% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,080 | $4,349-6.2% | $3,882+5.1% | $4,299-5.1% |
| Participant deferral / active EE | $10,028 | $6,981+43.6% | $6,405+56.6% | $6,507+54.1% |
| Admin fee / account holder | $6,677 | $10,528-36.6% | $9,769-31.7% | $12,624-47.1% |