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 | $199,652 | $189,613+5.3% | $167,512+19.2% | $142,382+40.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.84% | 2024.68%-2008.8pp | 1615.79%-1600.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,384 | $4,349+69.8% | $3,882+90.2% | $4,299+71.8% |
| Participant deferral / active EE | $12,914 | $6,981+85.0% | $6,405+101.6% | $6,507+98.5% |
| Admin fee / account holder | $1,048 | $10,528-90.0% | $9,769-89.3% | $12,624-91.7% |