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 | $24,999 | $106,890-76.6% | $84,015-70.2% | $152,861-83.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 12.22% | 104.99%-92.8pp | 71.31%-59.1pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,011 | $2,734-63.0% | $1,983-49.1% | $4,762-78.8% |
| Participant deferral / active EE | $429 | $4,011-89.3% | $3,239-86.8% | $5,850-92.7% |
| Admin fee / account holder | $471 | $8,285-94.3% | $6,101-92.3% | $11,596-95.9% |