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 | $27,849 | $115,770-75.9% | $101,248-72.5% | $158,922-82.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.47% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,927 | $4,175-53.8% | $3,660-47.3% | $4,761-59.5% |
| Participant deferral / active EE | $970 | $4,957-80.4% | $4,370-77.8% | $5,982-83.8% |
| Admin fee / account holder | $349 | $7,245-95.2% | $5,945-94.1% | $11,246-96.9% |