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 | $28,238 | $157,256-82.0% | $141,162-80.0% | $152,861-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.46% | 64.32%-47.9pp | 71.39%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $11,025 | $5,261+109.6% | $4,735+132.8% | $4,762+131.5% |
| Participant deferral / active EE | $2,135 | $7,109-70.0% | $6,709-68.2% | $5,850-63.5% |
| Admin fee / account holder | $820 | $12,120-93.2% | $10,261-92.0% | $11,596-92.9% |