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 5-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 | $211,727 | $189,613+11.7% | $167,512+26.4% | $142,382+48.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.14% | 2024.68%-2005.5pp | 1615.79%-1596.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $10,200 | $4,349+134.5% | $3,882+162.8% | $4,299+137.3% |
| Participant deferral / active EE | $22,999 | $6,981+229.4% | $6,405+259.1% | $6,507+253.4% |
| Admin fee / account holder | $789 | $10,528-92.5% | $9,769-91.9% | $12,624-93.7% |