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 | $86,650 | $129,942-33.3% | $104,294-16.9% | $134,475-35.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -1.08% | 42.03%-43.1pp | 24.61%-25.7pp | 417.96%-419.0pp |
| Employer contribution / active EE | $938 | $4,184-77.6% | $3,372-72.2% | $4,740-80.2% |
| Participant deferral / active EE | $957 | $5,588-82.9% | $4,625-79.3% | $6,400-85.1% |
| Admin fee / account holder | $2,092 | $9,323-77.6% | $7,339-71.5% | $11,426-81.7% |