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 5-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 | $4,017 | $74,888-94.6% | $71,209-94.4% | $142,382-97.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 13.58% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $431 | $2,854-84.9% | $2,721-84.2% | $4,299-90.0% |
| Participant deferral / active EE | $436 | $4,454-90.2% | $4,175-89.6% | $6,507-93.3% |
| Admin fee / account holder | $390 | $5,568-93.0% | $5,349-92.7% | $12,624-96.9% |