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 | $39,230 | $165,335-76.3% | $149,696-73.8% | $158,922-75.3% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 17.05% | 348.15%-331.1pp | 276.60%-259.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,550 | $5,103-50.0% | $4,644-45.1% | $4,761-46.4% |
| Participant deferral / active EE | $1,593 | $7,181-77.8% | $6,842-76.7% | $5,982-73.4% |
| Admin fee / account holder | $374 | $10,807-96.5% | $9,309-96.0% | $11,246-96.7% |