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 | $224,353 | $189,613+18.3% | $167,512+33.9% | $142,382+57.6% |
| Participation rate | 76.2% | 80.1%-3.9pp | 77.1%-0.9pp | 80.1%-3.9pp |
| Annual return | 17.31% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,280 | $4,349+90.4% | $3,882+113.3% | $4,299+92.6% |
| Participant deferral / active EE | $8,065 | $6,981+15.5% | $6,405+25.9% | $6,507+23.9% |
| Admin fee / account holder | $6,273 | $10,528-40.4% | $9,769-35.8% | $12,624-50.3% |