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 9-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 | $18,733 | $63,355-70.4% | $91,989-79.6% | $72,985-74.3% |
| Participation rate | 79.4% | 72.5%+6.9pp | 78.6%+0.8pp | 69.5%+9.9pp |
| Annual return | 223.98% | 35.35%+188.6pp | 69.02%+155.0pp | 81.00%+143.0pp |
| Employer contribution / active EE | $1,587 | $2,116-25.0% | $3,452-54.0% | $2,440-35.0% |
| Participant deferral / active EE | $2,080 | $4,883-57.4% | $5,923-64.9% | $3,607-42.3% |
| Admin fee / account holder | $809 | $4,668-82.7% | $7,743-89.5% | $5,124-84.2% |