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 | $52,288 | $118,849-56.0% | $96,562-45.9% | $167,490-68.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 34.70% | 50.49%-15.8pp | 37.78%-3.1pp | 478.56%-443.9pp |
| Employer contribution / active EE | $2,167 | $3,120-30.5% | $2,356-8.1% | $4,837-55.2% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,741 | $8,065-66.0% | $6,181-55.7% | $12,309-77.7% |