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 | $45,924 | $65,409-29.8% | $98,442-53.3% | $85,850-46.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 19.80% | 21.76%-2.0pp | 1492.73%-1472.9pp | 318.53%-298.7pp |
| Employer contribution / active EE | $3,140 | $2,168+44.8% | $2,960+6.1% | $2,565+22.4% |
| Participant deferral / active EE | $364 | $3,166-88.5% | $4,276-91.5% | $3,952-90.8% |
| Admin fee / account holder | $445 | $4,593-90.3% | $5,949-92.5% | $6,260-92.9% |