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 | $55,487 | $197,591-71.9% | $177,821-68.8% | $158,922-65.1% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 14.27% | 58.76%-44.5pp | 48.32%-34.0pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,897 | $6,697-41.8% | $5,918-34.2% | $4,761-18.2% |
| Participant deferral / active EE | $2,436 | $8,405-71.0% | $7,714-68.4% | $5,982-59.3% |
| Admin fee / account holder | $7,783 | $15,399-49.5% | $12,427-37.4% | $11,246-30.8% |