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 | $61,632 | $175,202-64.8% | $149,673-58.8% | $139,434-55.8% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 28.22% | 166.71%-138.5pp | 134.42%-106.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,183 | $5,474-78.4% | $4,818-75.4% | $4,751-75.1% |
| Participant deferral / active EE | $1,759 | $6,519-73.0% | $5,680-69.0% | $6,710-73.8% |
| Admin fee / account holder | $784 | $16,150-95.1% | $13,210-94.1% | $11,403-93.1% |