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 | $139,505 | $165,984-16.0% | $164,813-15.4% | $145,922-4.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 24.79% | 100.03%-75.2pp | 69.93%-45.1pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,040 | $5,273-61.3% | $4,341-53.0% | $4,660-56.2% |
| Participant deferral / active EE | $1,077 | $6,959-84.5% | $6,031-82.1% | $6,688-83.9% |
| Admin fee / account holder | $7,892 | $16,648-52.6% | $12,690-37.8% | $13,397-41.1% |