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 8-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 | $72,776 | $189,613-61.6% | $167,512-56.6% | $142,382-48.9% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 23.41% | 2024.68%-2001.3pp | 1615.79%-1592.4pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,987 | $4,349-8.3% | $3,882+2.7% | $4,299-7.3% |
| Participant deferral / active EE | $9,669 | $6,981+38.5% | $6,405+51.0% | $6,507+48.6% |
| Admin fee / account holder | $30,206 | $10,528+186.9% | $9,769+209.2% | $12,624+139.3% |