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 9-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 | $14,493 | $96,635-85.0% | $86,612-83.3% | $139,434-89.6% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 20.62% | 106.41%-85.8pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $901 | $3,263-72.4% | $3,022-70.2% | $4,751-81.0% |
| Participant deferral / active EE | $478 | $4,836-90.1% | $4,438-89.2% | $6,710-92.9% |
| Admin fee / account holder | $511 | $6,408-92.0% | $5,614-90.9% | $11,403-95.5% |