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 | $78,349 | $150,197-47.8% | $120,368-34.9% | $145,959-46.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.72% | 154.26%-141.5pp | 107.26%-94.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,311 | $4,350-69.9% | $3,465-62.2% | $4,661-71.9% |
| Participant deferral / active EE | $1,091 | $6,174-82.3% | $4,991-78.1% | $6,689-83.7% |
| Admin fee / account holder | $1,930 | $12,216-84.2% | $9,429-79.5% | $13,398-85.6% |