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 | $84,263 | $152,587-44.8% | $125,175-32.7% | $152,861-44.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 31.18% | 54.84%-23.7pp | 43.79%-12.6pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,866 | $4,946-62.3% | $3,865-51.7% | $4,762-60.8% |
| Participant deferral / active EE | $454 | $5,868-92.3% | $4,937-90.8% | $5,850-92.2% |
| Admin fee / account holder | $2,478 | $13,434-81.6% | $9,702-74.5% | $11,596-78.6% |