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 | $41,393 | $78,422-47.2% | $95,952-56.9% | $79,858-48.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.68% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,575 | $1,945+135.2% | $2,541+80.1% | $2,471+85.2% |
| Participant deferral / active EE | $673 | $3,440-80.4% | $4,167-83.8% | $3,740-82.0% |
| Admin fee / account holder | $454 | $5,622-91.9% | $6,795-93.3% | $5,306-91.4% |