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 | $29,106 | $63,346-54.1% | $92,233-68.4% | $70,131-58.5% |
| Participation rate | 91.5% | 68.7%+22.9pp | 76.5%+15.1pp | 69.5%+22.0pp |
| Annual return | 20.80% | 530.12%-509.3pp | 176.28%-155.5pp | 73.14%-52.3pp |
| Employer contribution / active EE | $5,800 | $2,471+134.7% | $3,679+57.6% | $2,342+147.6% |
| Participant deferral / active EE | $306 | $2,854-89.3% | $3,897-92.1% | $3,332-90.8% |
| Admin fee / account holder | $691 | $3,840-82.0% | $5,194-86.7% | $4,645-85.1% |