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 | $128,672 | $189,613-32.1% | $167,512-23.2% | $142,382-9.6% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 20.14% | 2024.68%-2004.5pp | 1615.79%-1595.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $6,348 | $4,349+46.0% | $3,882+63.5% | $4,299+47.7% |
| Participant deferral / active EE | $10,811 | $6,981+54.9% | $6,405+68.8% | $6,507+66.1% |
| Admin fee / account holder | $3,193 | $10,528-69.7% | $9,769-67.3% | $12,624-74.7% |