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 7-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 | $93,668 | $144,119-35.0% | $117,854-20.5% | $147,584-36.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 28.41% | 531.15%-502.7pp | 335.08%-306.7pp | 578.55%-550.1pp |
| Employer contribution / active EE | $1,270 | $4,896-74.1% | $3,786-66.5% | $4,876-74.0% |
| Participant deferral / active EE | $1,553 | $5,316-70.8% | $4,482-65.3% | $5,439-71.4% |
| Admin fee / account holder | $4,480 | $10,886-58.8% | $8,020-44.1% | $10,885-58.8% |