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 6-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 | $16,290 | $91,190-82.1% | $178,490-90.9% | $79,858-79.6% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 1243.10% | 24.19%+1218.9pp | 151.07%+1092.0pp | 31.71%+1211.4pp |
| Employer contribution / active EE | $1,891 | $3,256-41.9% | $5,011-62.3% | $2,471-23.5% |
| Participant deferral / active EE | $663 | $3,236-79.5% | $5,202-87.2% | $3,740-82.3% |
| Admin fee / account holder | $792 | $6,751-88.3% | $13,984-94.3% | $5,306-85.1% |