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 9-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 | $243,773 | $189,613+28.6% | $167,512+45.5% | $142,382+71.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.69% | 2024.68%-2000.0pp | 1615.79%-1591.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $19,178 | $4,349+341.0% | $3,882+394.1% | $4,299+346.1% |
| Participant deferral / active EE | $13,250 | $6,981+89.8% | $6,405+106.9% | $6,507+103.6% |
| Admin fee / account holder | $1,961 | $10,528-81.4% | $9,769-79.9% | $12,624-84.5% |