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 | $5,518 | $68,097-91.9% | $62,929-91.2% | $137,256-96.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.48% | 1859.11%-1847.6pp | 1063.93%-1052.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $303 | $2,811-89.2% | $2,505-87.9% | $4,156-92.7% |
| Participant deferral / active EE | $704 | $4,553-84.5% | $3,888-81.9% | $6,407-89.0% |
| Admin fee / account holder | $622 | $6,521-90.5% | $5,065-87.7% | $12,270-94.9% |