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 | $225,758 | $189,613+19.1% | $167,512+34.8% | $142,382+58.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 11.56% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $21,011 | $4,349+383.1% | $3,882+441.3% | $4,299+388.7% |
| Participant deferral / active EE | $7,321 | $6,981+4.9% | $6,405+14.3% | $6,507+12.5% |
| Admin fee / account holder | $14,356 | $10,528+36.4% | $9,769+47.0% | $12,624+13.7% |