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 10-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 | $222,735 | $189,613+17.5% | $167,512+33.0% | $142,382+56.4% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 13.20% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,748 | $4,349+9.2% | $3,882+22.3% | $4,299+10.4% |
| Participant deferral / active EE | $9,414 | $6,981+34.9% | $6,405+47.0% | $6,507+44.7% |
| Admin fee / account holder | $11,924 | $10,528+13.3% | $9,769+22.1% | $12,624-5.5% |