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 | $14,712 | $30,400-51.6% | $53,898-72.7% | $84,808-82.7% |
| Participation rate | 90.6% | 46.4%+44.2pp | 55.0%+35.7pp | 68.3%+22.3pp |
| Annual return | 19.24% | 500.19%-480.9pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $990 | $603+64.3% | $932+6.2% | $2,631-62.4% |
| Participant deferral / active EE | $2,403 | $1,199+100.5% | $1,826+31.6% | $4,212-42.9% |
| Admin fee / account holder | $304 | $1,993-84.8% | $2,491-87.8% | $7,344-95.9% |