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 10-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 | $121,547 | $189,613-35.9% | $167,512-27.4% | $142,382-14.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.57% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,522 | $4,349-42.0% | $3,882-35.0% | $4,299-41.3% |
| Participant deferral / active EE | $7,305 | $6,981+4.6% | $6,405+14.1% | $6,507+12.3% |
| Admin fee / account holder | $6,918 | $10,528-34.3% | $9,769-29.2% | $12,624-45.2% |