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 | $26,956 | $39,798-32.3% | $67,711-60.2% | $59,632-54.8% |
| Participation rate | 98.6% | 57.4%+41.3pp | 67.5%+31.1pp | 68.7%+30.0pp |
| Annual return | 16.03% | 89.94%-73.9pp | 25.41%-9.4pp | 2041.28%-2025.3pp |
| Employer contribution / active EE | $9,512 | $1,393+582.9% | $2,559+271.7% | $2,203+331.9% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,193 | $3,212-0.6% | $4,255-24.9% | $4,297-25.7% |