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 | $97,189 | $189,613-48.7% | $167,512-42.0% | $142,382-31.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.63% | 2024.68%-2010.0pp | 1615.79%-1601.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $13,173 | $4,349+202.9% | $3,882+239.4% | $4,299+206.4% |
| Participant deferral / active EE | $13,909 | $6,981+99.2% | $6,405+117.2% | $6,507+113.7% |
| Admin fee / account holder | $1,684 | $10,528-84.0% | $9,769-82.8% | $12,624-86.7% |