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 7-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 | $71,919 | $189,613-62.1% | $167,512-57.1% | $142,382-49.5% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 70.61% | 2024.68%-1954.1pp | 1615.79%-1545.2pp | 217.08%-146.5pp |
| Employer contribution / active EE | $2,402 | $4,349-44.8% | $3,882-38.1% | $4,299-44.1% |
| Participant deferral / active EE | $7,092 | $6,981+1.6% | $6,405+10.7% | $6,507+9.0% |
| Admin fee / account holder | $1,669 | $10,528-84.1% | $9,769-82.9% | $12,624-86.8% |