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 | $144,473 | $107,934+33.9% | $91,989+57.1% | $152,861-5.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.53% | 89.24%-69.7pp | 69.02%-49.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,280 | $4,210-69.6% | $3,452-62.9% | $4,762-73.1% |
| Participant deferral / active EE | $1,653 | $6,364-74.0% | $5,923-72.1% | $5,850-71.7% |
| Admin fee / account holder | $997 | $10,520-90.5% | $7,743-87.1% | $11,596-91.4% |