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 | $97,304 | $126,574-23.1% | $106,213-8.4% | $145,922-33.3% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 22.26% | 224.79%-202.5pp | 116.14%-93.9pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,065 | $3,730-71.5% | $3,171-66.4% | $4,660-77.1% |
| Participant deferral / active EE | $1,296 | $5,724-77.4% | $5,016-74.2% | $6,688-80.6% |
| Admin fee / account holder | $6,172 | $17,304-64.3% | $11,033-44.1% | $13,397-53.9% |