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 | $70,359 | $106,890-34.2% | $84,015-16.3% | $152,861-54.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 28.26% | 104.99%-76.7pp | 71.31%-43.0pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,227 | $2,734-55.1% | $1,983-38.1% | $4,762-74.2% |
| Participant deferral / active EE | $490 | $4,011-87.8% | $3,239-84.9% | $5,850-91.6% |
| Admin fee / account holder | $430 | $8,285-94.8% | $6,101-93.0% | $11,596-96.3% |