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 | $55,706 | $152,587-63.5% | $125,175-55.5% | $152,861-63.6% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 20.68% | 54.84%-34.2pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,290 | $4,946-13.3% | $3,865+11.0% | $4,762-9.9% |
| Participant deferral / active EE | $663 | $5,868-88.7% | $4,937-86.6% | $5,850-88.7% |
| Admin fee / account holder | $430 | $13,434-96.8% | $9,702-95.6% | $11,596-96.3% |