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 9-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 | $30,995 | $102,317-69.7% | $146,958-78.9% | $80,856-61.7% |
| Participation rate | 90.6% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 14.26% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,125 | $3,713-69.7% | $4,933-77.2% | $2,755-59.2% |
| Participant deferral / active EE | $1,790 | $6,644-73.1% | $8,070-77.8% | $4,296-58.3% |
| Admin fee / account holder | $1,801 | $7,941-77.3% | $12,998-86.1% | $6,918-74.0% |