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 | $59,365 | $107,334-44.7% | $92,893-36.1% | $152,861-61.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.43% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,571 | $4,221-62.8% | $3,653-57.0% | $4,762-67.0% |
| Participant deferral / active EE | $686 | $4,845-85.8% | $4,236-83.8% | $5,850-88.3% |
| Admin fee / account holder | $949 | $7,079-86.6% | $5,794-83.6% | $11,596-91.8% |