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 | $206,337 | $189,613+8.8% | $167,512+23.2% | $142,382+44.9% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 15.03% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $18,350 | $4,349+321.9% | $3,882+372.7% | $4,299+326.8% |
| Participant deferral / active EE | $10,797 | $6,981+54.7% | $6,405+68.6% | $6,507+65.9% |
| Admin fee / account holder | $10,542 | $10,528+0.1% | $9,769+7.9% | $12,624-16.5% |