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 9-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 | $60,601 | $112,881-46.3% | $90,951-33.4% | $158,922-61.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.72% | 215.79%-208.1pp | 134.60%-126.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $477 | $2,893-83.5% | $2,122-77.5% | $4,761-90.0% |
| Participant deferral / active EE | $550 | $4,128-86.7% | $3,373-83.7% | $5,982-90.8% |
| Admin fee / account holder | $2,429 | $8,041-69.8% | $5,959-59.2% | $11,246-78.4% |