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 3-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 | $23,571 | $189,613-87.6% | $167,512-85.9% | $142,382-83.4% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 44.65% | 2024.68%-1980.0pp | 1615.79%-1571.1pp | 217.08%-172.4pp |
| Employer contribution / active EE | $13,197 | $4,349+203.5% | $3,882+240.0% | $4,299+207.0% |
| Participant deferral / active EE | $1,849 | $6,981-73.5% | $6,405-71.1% | $6,507-71.6% |
| Admin fee / account holder | $2,918 | $10,528-72.3% | $9,769-70.1% | $12,624-76.9% |