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 | $53,575 | $89,355-40.0% | $141,162-62.0% | $72,985-26.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.12% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $887 | $3,114-71.5% | $4,735-81.3% | $2,440-63.6% |
| Participant deferral / active EE | $2,203 | $5,418-59.3% | $6,709-67.2% | $3,607-38.9% |
| Admin fee / account holder | $1,416 | $5,958-76.2% | $10,261-86.2% | $5,124-72.4% |