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 | $151,202 | $189,613-20.3% | $167,512-9.7% | $142,382+6.2% |
| Participation rate | 82.4% | 80.1%+2.2pp | 77.1%+5.3pp | 80.1%+2.2pp |
| Annual return | 42.07% | 2024.68%-1982.6pp | 1615.79%-1573.7pp | 217.08%-175.0pp |
| Employer contribution / active EE | $2,976 | $4,349-31.6% | $3,882-23.3% | $4,299-30.8% |
| Participant deferral / active EE | $9,403 | $6,981+34.7% | $6,405+46.8% | $6,507+44.5% |
| Admin fee / account holder | $7,440 | $10,528-29.3% | $9,769-23.8% | $12,624-41.1% |