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 | $176,329 | $189,613-7.0% | $167,512+5.3% | $142,382+23.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.98% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $6,561 | $4,349+50.9% | $3,882+69.0% | $4,299+52.6% |
| Participant deferral / active EE | $12,205 | $6,981+74.8% | $6,405+90.6% | $6,507+87.6% |
| Admin fee / account holder | $52,963 | $10,528+403.1% | $9,769+442.2% | $12,624+319.6% |