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 | $27,323 | $115,770-76.4% | $101,248-73.0% | $158,922-82.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.37% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,299 | $4,175-21.0% | $3,660-9.9% | $4,761-30.7% |
| Participant deferral / active EE | $682 | $4,957-86.2% | $4,370-84.4% | $5,982-88.6% |
| Admin fee / account holder | $6,048 | $7,245-16.5% | $5,945+1.7% | $11,246-46.2% |