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 | $46,554 | $133,958-65.2% | $112,228-58.5% | $134,475-65.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.52% | 47.11%-53.6pp | 27.45%-34.0pp | 417.96%-424.5pp |
| Employer contribution / active EE | $3,568 | $4,038-11.6% | $3,635-1.8% | $4,740-24.7% |
| Participant deferral / active EE | $500 | $5,291-90.5% | $4,728-89.4% | $6,400-92.2% |
| Admin fee / account holder | $426 | $7,489-94.3% | $6,410-93.4% | $11,426-96.3% |