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 8-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 | $102,146 | $189,613-46.1% | $167,512-39.0% | $142,382-28.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 43.58% | 2024.68%-1981.1pp | 1615.79%-1572.2pp | 217.08%-173.5pp |
| Employer contribution / active EE | $4,605 | $4,349+5.9% | $3,882+18.6% | $4,299+7.1% |
| Participant deferral / active EE | $7,858 | $6,981+12.6% | $6,405+22.7% | $6,507+20.8% |
| Admin fee / account holder | $346 | $10,528-96.7% | $9,769-96.5% | $12,624-97.3% |