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 | $127,069 | $135,635-6.3% | $110,238+15.3% | $135,375-6.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -5.59% | 513.19%-518.8pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,752 | $4,906-64.3% | $3,826-54.2% | $4,779-63.3% |
| Participant deferral / active EE | $876 | $5,506-84.1% | $4,672-81.2% | $5,609-84.4% |
| Admin fee / account holder | $2,621 | $11,457-77.1% | $8,547-69.3% | $10,827-75.8% |