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 | $6,451 | $100,773-93.6% | $88,946-92.7% | $142,382-95.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.46% | 70.18%-54.7pp | 57.82%-42.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,142 | $2,918+42.0% | $2,555+62.1% | $4,299-3.6% |
| Participant deferral / active EE | $448 | $5,230-91.4% | $4,581-90.2% | $6,507-93.1% |
| Admin fee / account holder | $999 | $9,693-89.7% | $8,261-87.9% | $12,624-92.1% |