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 | $110,014 | $189,613-42.0% | $167,512-34.3% | $142,382-22.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.18% | 2024.68%-2013.5pp | 1615.79%-1604.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,193 | $4,349-26.6% | $3,882-17.7% | $4,299-25.7% |
| Participant deferral / active EE | $25,889 | $6,981+270.8% | $6,405+304.2% | $6,507+297.9% |
| Admin fee / account holder | $20,273 | $10,528+92.6% | $9,769+107.5% | $12,624+60.6% |