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 | $28,369 | $111,535-74.6% | $105,223-73.0% | $137,256-79.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.34% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,373 | $3,939-65.1% | $3,689-62.8% | $4,156-67.0% |
| Participant deferral / active EE | $409 | $5,500-92.6% | $5,072-91.9% | $6,407-93.6% |
| Admin fee / account holder | $329 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |