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 | $114,738 | $189,613-39.5% | $167,512-31.5% | $142,382-19.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 91.55% | 2024.68%-1933.1pp | 1615.79%-1524.2pp | 217.08%-125.5pp |
| Employer contribution / active EE | $34,431 | $4,349+691.7% | $3,882+787.0% | $4,299+700.9% |
| Participant deferral / active EE | $22,885 | $6,981+227.8% | $6,405+257.3% | $6,507+251.7% |
| Admin fee / account holder | $13,356 | $10,528+26.9% | $9,769+36.7% | $12,624+5.8% |