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 9-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 | $39,503 | $90,348-56.3% | $75,972-48.0% | $145,922-72.9% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.8pp |
| Annual return | 15.40% | 620.88%-605.5pp | 359.55%-344.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $964 | $3,311-70.9% | $2,685-64.1% | $4,660-79.3% |
| Participant deferral / active EE | $783 | $5,162-84.8% | $4,255-81.6% | $6,688-88.3% |
| Admin fee / account holder | $922 | $8,467-89.1% | $6,467-85.7% | $13,397-93.1% |