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 | $61,678 | $137,414-55.1% | $189,513-67.5% | $85,850-28.2% |
| Participation rate | 72.7% | 84.6%-11.9pp | 87.8%-15.1pp | 69.3%+3.4pp |
| Annual return | 19.59% | 38.14%-18.6pp | 555.15%-535.6pp | 318.53%-298.9pp |
| Employer contribution / active EE | $2,166 | $4,344-50.1% | $6,162-64.9% | $2,565-15.6% |
| Participant deferral / active EE | $2,886 | $6,260-53.9% | $8,221-64.9% | $3,952-27.0% |
| Admin fee / account holder | $1,230 | $8,630-85.7% | $12,045-89.8% | $6,260-80.3% |