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 | $48,605 | $99,877-51.3% | $84,966-42.8% | $145,922-66.7% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.5pp |
| Annual return | 19.33% | 83.76%-64.4pp | 66.38%-47.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,010 | $3,231-6.9% | $2,727+10.4% | $4,660-35.4% |
| Participant deferral / active EE | $370 | $5,291-93.0% | $4,519-91.8% | $6,688-94.5% |
| Admin fee / account holder | $843 | $7,248-88.4% | $6,149-86.3% | $13,397-93.7% |