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 | $22,425 | $124,185-81.9% | $108,410-79.3% | $167,490-86.6% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 16.96% | 1379.64%-1362.7pp | 905.27%-888.3pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,186 | $4,187-71.7% | $3,558-66.7% | $4,837-75.5% |
| Participant deferral / active EE | $1,889 | $6,908-72.7% | $6,563-71.2% | $6,341-70.2% |
| Admin fee / account holder | $319 | $9,455-96.6% | $7,295-95.6% | $12,309-97.4% |