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 | $39,310 | $105,998-62.9% | $92,233-57.4% | $147,584-73.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 10.06% | 50.05%-40.0pp | 176.28%-166.2pp | 578.55%-568.5pp |
| Employer contribution / active EE | $694 | $4,333-84.0% | $3,679-81.1% | $4,876-85.8% |
| Participant deferral / active EE | $845 | $4,478-81.1% | $3,897-78.3% | $5,439-84.5% |
| Admin fee / account holder | $4,220 | $6,332-33.4% | $5,194-18.8% | $10,885-61.2% |