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 4-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 | $84,363 | $189,613-55.5% | $167,512-49.6% | $142,382-40.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.99% | 2024.68%-2002.7pp | 1615.79%-1593.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,880 | $4,349+12.2% | $3,882+25.7% | $4,299+13.5% |
| Participant deferral / active EE | $18,580 | $6,981+166.1% | $6,405+190.1% | $6,507+185.5% |
| Admin fee / account holder | $1,065 | $10,528-89.9% | $9,769-89.1% | $12,624-91.6% |