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 | $213,160 | $189,613+12.4% | $167,512+27.3% | $142,382+49.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.54% | 2024.68%-2010.1pp | 1615.79%-1601.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,104 | $4,349+17.4% | $3,882+31.5% | $4,299+18.7% |
| Participant deferral / active EE | $7,592 | $6,981+8.7% | $6,405+18.5% | $6,507+16.7% |
| Admin fee / account holder | $11,284 | $10,528+7.2% | $9,769+15.5% | $12,624-10.6% |