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 | $94,732 | $189,613-50.0% | $167,512-43.4% | $142,382-33.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.96% | 2024.68%-2003.7pp | 1615.79%-1594.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,865 | $4,349-57.1% | $3,882-51.9% | $4,299-56.6% |
| Participant deferral / active EE | $4,511 | $6,981-35.4% | $6,405-29.6% | $6,507-30.7% |
| Admin fee / account holder | $12,890 | $10,528+22.4% | $9,769+32.0% | $12,624+2.1% |