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 | $49,391 | $65,561-24.7% | $86,188-42.7% | $75,163-34.3% |
| Participation rate | 76.6% | 60.5%+16.1pp | 69.0%+7.6pp | 67.2%+9.4pp |
| Annual return | 19.71% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $6,386 | $1,553+311.3% | $2,380+168.3% | $2,670+139.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,415 | $5,474-55.9% | $6,852-64.7% | $5,651-57.3% |