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 | $64,530 | $137,414-53.0% | $189,513-65.9% | $85,850-24.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 12.05% | 38.14%-26.1pp | 555.15%-543.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,980 | $4,344-54.4% | $6,162-67.9% | $2,565-22.8% |
| Participant deferral / active EE | $2,824 | $6,260-54.9% | $8,221-65.7% | $3,952-28.5% |
| Admin fee / account holder | $2,928 | $8,630-66.1% | $12,045-75.7% | $6,260-53.2% |