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 | $112,850 | $189,613-40.5% | $167,512-32.6% | $142,382-20.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 20.66% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,242 | $4,349-25.5% | $3,882-16.5% | $4,299-24.6% |
| Participant deferral / active EE | $7,588 | $6,981+8.7% | $6,405+18.5% | $6,507+16.6% |
| Admin fee / account holder | $6,118 | $10,528-41.9% | $9,769-37.4% | $12,624-51.5% |