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 | $145,458 | $189,613-23.3% | $167,512-13.2% | $142,382+2.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.20% | 2024.68%-2013.5pp | 1615.79%-1604.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,721 | $4,349-14.4% | $3,882-4.1% | $4,299-13.4% |
| Participant deferral / active EE | $4,460 | $6,981-36.1% | $6,405-30.4% | $6,507-31.5% |
| Admin fee / account holder | $3,748 | $10,528-64.4% | $9,769-61.6% | $12,624-70.3% |