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 | $73,787 | $155,788-52.6% | $124,672-40.8% | $167,490-55.9% |
| Participation rate | 93.3% | 81.1%+12.2pp | 74.6%+18.7pp | 82.1%+11.2pp |
| Annual return | 14.94% | 17.97%-3.0pp | 5142.93%-5128.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,545 | $4,163-62.9% | $3,324-53.5% | $4,837-68.1% |
| Participant deferral / active EE | $1,055 | $5,673-81.4% | $4,614-77.1% | $6,341-83.4% |
| Admin fee / account holder | $1,152 | $9,531-87.9% | $7,493-84.6% | $12,309-90.6% |