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 | $76,332 | $102,966-25.9% | $90,281-15.5% | $152,861-50.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.60% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,069 | $3,139-66.0% | $2,854-62.6% | $4,762-77.6% |
| Participant deferral / active EE | $667 | $4,281-84.4% | $3,885-82.8% | $5,850-88.6% |
| Admin fee / account holder | $2,077 | $6,171-66.3% | $5,351-61.2% | $11,596-82.1% |