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 | $243,740 | $189,613+28.5% | $167,512+45.5% | $142,382+71.2% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 14.87% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,139 | $4,349+41.2% | $3,882+58.2% | $4,299+42.8% |
| Participant deferral / active EE | $8,522 | $6,981+22.1% | $6,405+33.1% | $6,507+31.0% |
| Admin fee / account holder | $5,389 | $10,528-48.8% | $9,769-44.8% | $12,624-57.3% |