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 | $56,436 | $152,587-63.0% | $125,175-54.9% | $152,861-63.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.43% | 54.84%-35.4pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,769 | $4,946-64.2% | $3,865-54.2% | $4,762-62.9% |
| Participant deferral / active EE | $1,005 | $5,868-82.9% | $4,937-79.6% | $5,850-82.8% |
| Admin fee / account holder | $1,738 | $13,434-87.1% | $9,702-82.1% | $11,596-85.0% |