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 | $103,691 | $65,409+58.5% | $98,442+5.3% | $85,850+20.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.28% | 21.76%-7.5pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $796 | $2,168-63.3% | $2,960-73.1% | $2,565-69.0% |
| Participant deferral / active EE | $868 | $3,166-72.6% | $4,276-79.7% | $3,952-78.0% |
| Admin fee / account holder | $469 | $4,593-89.8% | $5,949-92.1% | $6,260-92.5% |