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 | $223,504 | $189,613+17.9% | $167,512+33.4% | $142,382+57.0% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 13.05% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,277 | $4,349-24.7% | $3,882-15.6% | $4,299-23.8% |
| Participant deferral / active EE | $14,998 | $6,981+114.8% | $6,405+134.2% | $6,507+130.5% |
| Admin fee / account holder | $1,208 | $10,528-88.5% | $9,769-87.6% | $12,624-90.4% |