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 | $152,767 | $106,890+42.9% | $84,015+81.8% | $152,861-0.1% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 24.06% | 104.99%-80.9pp | 71.31%-47.2pp | 345.32%-321.3pp |
| Employer contribution / active EE | $500 | $2,734-81.7% | $1,983-74.8% | $4,762-89.5% |
| Participant deferral / active EE | $684 | $4,011-82.9% | $3,239-78.9% | $5,850-88.3% |
| Admin fee / account holder | $2,552 | $8,285-69.2% | $6,101-58.2% | $11,596-78.0% |