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 5-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 | $28,690 | $102,604-72.0% | $86,188-66.7% | $139,434-79.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.06% | 1922.51%-1909.4pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $633 | $3,032-79.1% | $2,380-73.4% | $4,751-86.7% |
| Participant deferral / active EE | $1,052 | $4,676-77.5% | $3,985-73.6% | $6,710-84.3% |
| Admin fee / account holder | $1,292 | $8,657-85.1% | $6,852-81.1% | $11,403-88.7% |