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 | $56,527 | $91,552-38.3% | $133,956-57.8% | $79,858-29.2% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 15.51% | 61.85%-46.3pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,401 | $2,384-41.2% | $3,919-64.2% | $2,471-43.3% |
| Participant deferral / active EE | $1,318 | $3,733-64.7% | $5,048-73.9% | $3,740-64.8% |
| Admin fee / account holder | $333 | $6,321-94.7% | $8,927-96.3% | $5,306-93.7% |