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 | $75,963 | $56,114+35.4% | $96,139-21.0% | $85,850-11.5% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 12.70% | 42.30%-29.6pp | 191.94%-179.2pp | 318.53%-305.8pp |
| Employer contribution / active EE | $857 | $1,620-47.1% | $2,797-69.4% | $2,565-66.6% |
| Participant deferral / active EE | $462 | $2,859-83.9% | $4,349-89.4% | $3,952-88.3% |
| Admin fee / account holder | $1,963 | $3,768-47.9% | $5,537-64.5% | $6,260-68.6% |