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 | $173,061 | $189,613-8.7% | $167,512+3.3% | $142,382+21.5% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 18.85% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $12,014 | $4,349+176.3% | $3,882+209.5% | $4,299+179.5% |
| Participant deferral / active EE | $16,424 | $6,981+135.3% | $6,405+156.4% | $6,507+152.4% |
| Admin fee / account holder | $689 | $10,528-93.5% | $9,769-93.0% | $12,624-94.5% |