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 9-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 | $120,227 | $189,613-36.6% | $167,512-28.2% | $142,382-15.6% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 21.00% | 2024.68%-2003.7pp | 1615.79%-1594.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,865 | $4,349+11.9% | $3,882+25.3% | $4,299+13.2% |
| Participant deferral / active EE | $12,536 | $6,981+79.6% | $6,405+95.7% | $6,507+92.7% |
| Admin fee / account holder | $353 | $10,528-96.6% | $9,769-96.4% | $12,624-97.2% |