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 | $37,251 | $63,346-41.2% | $92,233-59.6% | $70,131-46.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.02% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,331 | $2,471+115.7% | $3,679+44.9% | $2,342+127.6% |
| Participant deferral / active EE | $504 | $2,854-82.3% | $3,897-87.1% | $3,332-84.9% |
| Admin fee / account holder | $2,175 | $3,840-43.4% | $5,194-58.1% | $4,645-53.2% |