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 | $68,893 | $105,181-34.5% | $159,436-56.8% | $85,850-19.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 32.06% | 45.07%-13.0pp | 263.57%-231.5pp | 318.53%-286.5pp |
| Employer contribution / active EE | $708 | $3,318-78.7% | $4,829-85.3% | $2,565-72.4% |
| Participant deferral / active EE | $472 | $5,945-92.1% | $7,352-93.6% | $3,952-88.1% |
| Admin fee / account holder | $8,547 | $6,933+23.3% | $10,799-20.9% | $6,260+36.5% |