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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,248 | $102,966-80.3% | $90,281-77.6% | $152,861-86.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.48% | 95.16%-81.7pp | 78.10%-64.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,383 | $3,139-24.1% | $2,854-16.5% | $4,762-50.0% |
| Participant deferral / active EE | $747 | $4,281-82.6% | $3,885-80.8% | $5,850-87.2% |
| Admin fee / account holder | $6,774 | $6,171+9.8% | $5,351+26.6% | $11,596-41.6% |