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 | $55,579 | $65,703-15.4% | $94,224-41.0% | $59,632-6.8% |
| Participation rate | 89.5% | 72.1%+17.4pp | 78.8%+10.7pp | 68.7%+20.8pp |
| Annual return | 52.77% | 5.22%+47.6pp | 10.68%+42.1pp | 2041.28%-1988.5pp |
| Employer contribution / active EE | $951 | $2,021-52.9% | $3,587-73.5% | $2,203-56.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $588 | $4,264-86.2% | $6,269-90.6% | $4,297-86.3% |