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 | $40,876 | $84,233-51.5% | $170,442-76.0% | $70,131-41.7% |
| Participation rate | 79.7% | 70.8%+8.9pp | 83.6%-3.9pp | 69.5%+10.2pp |
| Annual return | 192.66% | 23.06%+169.6pp | 205.93%-13.3pp | 73.14%+119.5pp |
| Employer contribution / active EE | $1,801 | $3,387-46.8% | $5,433-66.9% | $2,342-23.1% |
| Participant deferral / active EE | $625 | $3,086-79.7% | $4,939-87.3% | $3,332-81.2% |
| Admin fee / account holder | $1,143 | $5,698-79.9% | $13,880-91.8% | $4,645-75.4% |