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 | $34,963 | $58,208-39.9% | $81,812-57.3% | $80,856-56.8% |
| Participation rate | 76.5% | 63.4%+13.1pp | 72.3%+4.2pp | 67.6%+8.9pp |
| Annual return | 573.65% | 41.66%+532.0pp | 773.79%-200.1pp | 35.59%+538.1pp |
| Employer contribution / active EE | $429 | $2,340-81.6% | $2,912-85.3% | $2,755-84.4% |
| Participant deferral / active EE | $337 | $3,281-89.7% | $4,319-92.2% | $4,296-92.2% |
| Admin fee / account holder | $1,306 | $4,981-73.8% | $7,386-82.3% | $6,918-81.1% |