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 | $76,521 | $107,334-28.7% | $92,893-17.6% | $152,861-49.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.08% | 145.58%-131.5pp | 109.41%-95.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,041 | $4,221-51.6% | $3,653-44.1% | $4,762-57.1% |
| Participant deferral / active EE | $449 | $4,845-90.7% | $4,236-89.4% | $5,850-92.3% |
| Admin fee / account holder | $4,906 | $7,079-30.7% | $5,794-15.3% | $11,596-57.7% |