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 4-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 | $28,852 | $102,317-71.8% | $146,958-80.4% | $80,856-64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.08% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,509 | $3,713-59.4% | $4,933-69.4% | $2,755-45.2% |
| Participant deferral / active EE | $2,129 | $6,644-67.9% | $8,070-73.6% | $4,296-50.4% |
| Admin fee / account holder | $585 | $7,941-92.6% | $12,998-95.5% | $6,918-91.5% |