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 | $102,492 | $189,613-45.9% | $167,512-38.8% | $142,382-28.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 31.55% | 2024.68%-1993.1pp | 1615.79%-1584.2pp | 217.08%-185.5pp |
| Employer contribution / active EE | $8,253 | $4,349+89.8% | $3,882+112.6% | $4,299+92.0% |
| Participant deferral / active EE | $22,352 | $6,981+220.2% | $6,405+249.0% | $6,507+243.5% |
| Admin fee / account holder | $46,976 | $10,528+346.2% | $9,769+380.9% | $12,624+272.1% |