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 | $158,962 | $189,613-16.2% | $167,512-5.1% | $142,382+11.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.56% | 2024.68%-2003.1pp | 1615.79%-1594.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,652 | $4,349+30.0% | $3,882+45.6% | $4,299+31.5% |
| Participant deferral / active EE | $17,657 | $6,981+152.9% | $6,405+175.7% | $6,507+171.3% |
| Admin fee / account holder | $615 | $10,528-94.2% | $9,769-93.7% | $12,624-95.1% |