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 | $34,376 | $65,409-47.4% | $98,442-65.1% | $85,850-60.0% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.1pp | 69.3%+27.1pp |
| Annual return | 26.30% | 21.76%+4.5pp | 1492.73%-1466.4pp | 318.53%-292.2pp |
| Employer contribution / active EE | $1,235 | $2,168-43.0% | $2,960-58.3% | $2,565-51.8% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $744 | $4,593-83.8% | $5,949-87.5% | $6,260-88.1% |