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 | $108,394 | $189,613-42.8% | $167,512-35.3% | $142,382-23.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.63% | 2024.68%-2005.0pp | 1615.79%-1596.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,908 | $4,349-33.1% | $3,882-25.1% | $4,299-32.4% |
| Participant deferral / active EE | $11,630 | $6,981+66.6% | $6,405+81.6% | $6,507+78.7% |
| Admin fee / account holder | $12,610 | $10,528+19.8% | $9,769+29.1% | $12,624-0.1% |