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 6-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 | $190,137 | $189,613+0.3% | $167,512+13.5% | $142,382+33.5% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 29.22% | 2024.68%-1995.5pp | 1615.79%-1586.6pp | 217.08%-187.9pp |
| Employer contribution / active EE | $6,659 | $4,349+53.1% | $3,882+71.6% | $4,299+54.9% |
| Participant deferral / active EE | $16,974 | $6,981+143.1% | $6,405+165.0% | $6,507+160.8% |
| Admin fee / account holder | $493 | $10,528-95.3% | $9,769-95.0% | $12,624-96.1% |