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 7-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 | $12,396 | $108,919-88.6% | $100,391-87.7% | $145,922-91.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 57.88%-45.1pp | 49.20%-36.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,578 | $4,419-64.3% | $3,942-60.0% | $4,660-66.1% |
| Participant deferral / active EE | $998 | $8,445-88.2% | $8,082-87.7% | $6,688-85.1% |
| Admin fee / account holder | $1,398 | $9,689-85.6% | $7,899-82.3% | $13,397-89.6% |