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 5-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 | $142,255 | $189,613-25.0% | $167,512-15.1% | $142,382-0.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 2024.68%-2024.7pp | 1615.79%-1615.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $8,768 | $4,349+101.6% | $3,882+125.9% | $4,299+103.9% |
| Participant deferral / active EE | $18,007 | $6,981+157.9% | $6,405+181.2% | $6,507+176.7% |
| Admin fee / account holder | $998 | $10,528-90.5% | $9,769-89.8% | $12,624-92.1% |