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 | $147,890 | $189,613-22.0% | $167,512-11.7% | $142,382+3.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,095 | $4,349+63.1% | $3,882+82.8% | $4,299+65.0% |
| Participant deferral / active EE | $11,192 | $6,981+60.3% | $6,405+74.8% | $6,507+72.0% |
| Admin fee / account holder | $591 | $10,528-94.4% | $9,769-94.0% | $12,624-95.3% |