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 9-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 | $101,802 | $138,044-26.3% | $125,339-18.8% | $134,475-24.3% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -10.10% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $5,056 | $5,243-3.6% | $4,814+5.0% | $4,740+6.7% |
| Participant deferral / active EE | $8,674 | $7,799+11.2% | $7,446+16.5% | $6,400+35.5% |
| Admin fee / account holder | $21,362 | $11,571+84.6% | $10,010+113.4% | $11,426+87.0% |