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 4-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 | $230,878 | $189,613+21.8% | $167,512+37.8% | $142,382+62.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.81% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $16,274 | $4,349+274.2% | $3,882+319.3% | $4,299+278.5% |
| Participant deferral / active EE | $8,300 | $6,981+18.9% | $6,405+29.6% | $6,507+27.6% |
| Admin fee / account holder | $4,597 | $10,528-56.3% | $9,769-52.9% | $12,624-63.6% |