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 | $41,714 | $106,890-61.0% | $84,015-50.3% | $152,861-72.7% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 23.50% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $577 | $2,734-78.9% | $1,983-70.9% | $4,762-87.9% |
| Participant deferral / active EE | $973 | $4,011-75.7% | $3,239-70.0% | $5,850-83.4% |
| Admin fee / account holder | $1,802 | $8,285-78.3% | $6,101-70.5% | $11,596-84.5% |