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 | $248,736 | $189,613+31.2% | $167,512+48.5% | $142,382+74.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 64.05% | 2024.68%-1960.6pp | 1615.79%-1551.7pp | 217.08%-153.0pp |
| Employer contribution / active EE | $1,015 | $4,349-76.7% | $3,882-73.9% | $4,299-76.4% |
| Participant deferral / active EE | $10,167 | $6,981+45.6% | $6,405+58.7% | $6,507+56.2% |
| Admin fee / account holder | $5,731 | $10,528-45.6% | $9,769-41.3% | $12,624-54.6% |