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 | $80,632 | $185,822-56.6% | $169,993-52.6% | $139,434-42.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 14.20% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,902 | $7,590-74.9% | $6,785-72.0% | $4,751-60.0% |
| Participant deferral / active EE | $886 | $11,622-92.4% | $10,408-91.5% | $6,710-86.8% |
| Admin fee / account holder | $36,520 | $15,381+137.4% | $12,815+185.0% | $11,403+220.3% |