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 5-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 | $63,689 | $189,613-66.4% | $167,512-62.0% | $142,382-55.3% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 21.71% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,134 | $4,349-50.9% | $3,882-45.0% | $4,299-50.4% |
| Participant deferral / active EE | $12,767 | $6,981+82.9% | $6,405+99.3% | $6,507+96.2% |
| Admin fee / account holder | $343 | $10,528-96.7% | $9,769-96.5% | $12,624-97.3% |