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 | $63,323 | $89,355-29.1% | $141,162-55.1% | $72,985-13.2% |
| Participation rate | 83.1% | 75.1%+8.0pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 26.17% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $5,182 | $3,114+66.4% | $4,735+9.4% | $2,440+112.4% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,363 | $5,958-26.8% | $10,261-57.5% | $5,124-14.9% |