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 7-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 | $46,348 | $189,613-75.6% | $167,512-72.3% | $142,382-67.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 153.10% | 2024.68%-1871.6pp | 1615.79%-1462.7pp | 217.08%-64.0pp |
| Employer contribution / active EE | $5,339 | $4,349+22.8% | $3,882+37.5% | $4,299+24.2% |
| Participant deferral / active EE | $7,354 | $6,981+5.3% | $6,405+14.8% | $6,507+13.0% |
| Admin fee / account holder | $11,389 | $10,528+8.2% | $9,769+16.6% | $12,624-9.8% |