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 | $36,249 | $84,149-56.9% | $76,080-52.4% | $167,490-78.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 13.89% | 54.99%-41.1pp | 42.50%-28.6pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,095 | $4,618-33.0% | $3,962-21.9% | $4,837-36.0% |
| Participant deferral / active EE | $1,002 | $5,796-82.7% | $4,905-79.6% | $6,341-84.2% |
| Admin fee / account holder | $742 | $6,410-88.4% | $4,883-84.8% | $12,309-94.0% |