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 | $85,794 | $118,849-27.8% | $96,562-11.2% | $167,490-48.8% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.8%+23.5pp | 82.1%+11.2pp |
| Annual return | 12.91% | 50.49%-37.6pp | 37.78%-24.9pp | 478.56%-465.6pp |
| Employer contribution / active EE | $6,667 | $3,120+113.7% | $2,356+182.9% | $4,837+37.8% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,146 | $8,065-61.0% | $6,181-49.1% | $12,309-74.4% |