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 6-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 | $31,450 | $102,317-69.3% | $146,958-78.6% | $80,856-61.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 23.14% | 134.76%-111.6pp | 418.34%-395.2pp | 35.59%-12.5pp |
| Employer contribution / active EE | $3,857 | $3,713+3.9% | $4,933-21.8% | $2,755+40.0% |
| Participant deferral / active EE | $2,451 | $6,644-63.1% | $8,070-69.6% | $4,296-42.9% |
| Admin fee / account holder | $1,618 | $7,941-79.6% | $12,998-87.5% | $6,918-76.6% |