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 | $237,162 | $189,613+25.1% | $167,512+41.6% | $142,382+66.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.42% | 2024.68%-2014.3pp | 1615.79%-1605.4pp | 217.08%-206.7pp |
| Employer contribution / active EE | $26,581 | $4,349+511.2% | $3,882+584.8% | $4,299+518.3% |
| Participant deferral / active EE | $24,008 | $6,981+243.9% | $6,405+274.9% | $6,507+268.9% |
| Admin fee / account holder | $15,229 | $10,528+44.7% | $9,769+55.9% | $12,624+20.6% |