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 | $204,384 | $189,613+7.8% | $167,512+22.0% | $142,382+43.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.13% | 2024.68%-2010.5pp | 1615.79%-1601.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,491 | $4,349-42.7% | $3,882-35.8% | $4,299-42.0% |
| Participant deferral / active EE | $8,671 | $6,981+24.2% | $6,405+35.4% | $6,507+33.2% |
| Admin fee / account holder | $7,990 | $10,528-24.1% | $9,769-18.2% | $12,624-36.7% |