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 | $59,547 | $209,411-71.6% | $178,490-66.6% | $158,922-62.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.51% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,673 | $5,706-35.6% | $5,011-26.7% | $4,761-22.9% |
| Participant deferral / active EE | $782 | $5,954-86.9% | $5,202-85.0% | $5,982-86.9% |
| Admin fee / account holder | $680 | $17,074-96.0% | $13,984-95.1% | $11,246-94.0% |