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 6-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 | $28,501 | $189,613-85.0% | $167,512-83.0% | $142,382-80.0% |
| Participation rate | 86.7% | 80.1%+6.5pp | 77.1%+9.6pp | 80.1%+6.5pp |
| Annual return | 22.03% | 2024.68%-2002.6pp | 1615.79%-1593.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $21,124 | $4,349+385.7% | $3,882+444.2% | $4,299+391.4% |
| Participant deferral / active EE | $27,451 | $6,981+293.2% | $6,405+328.6% | $6,507+321.9% |
| Admin fee / account holder | $16,594 | $10,528+57.6% | $9,769+69.9% | $12,624+31.5% |