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 | $55,083 | $112,096-50.9% | $95,952-42.6% | $158,922-65.3% |
| Participation rate | 86.4% | 79.0%+7.4pp | 77.1%+9.3pp | 82.0%+4.4pp |
| Annual return | 7.11% | 171.09%-164.0pp | 91.61%-84.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,136 | $3,198-64.5% | $2,541-55.3% | $4,761-76.1% |
| Participant deferral / active EE | $379 | $4,784-92.1% | $4,167-90.9% | $5,982-93.7% |
| Admin fee / account holder | $3,322 | $10,130-67.2% | $6,795-51.1% | $11,246-70.5% |