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 | $48,879 | $198,466-75.4% | $170,442-71.3% | $147,584-66.9% |
| Participation rate | 81.0% | 88.0%-7.0pp | 83.6%-2.6pp | 82.8%-1.9pp |
| Annual return | 10.89% | 257.29%-246.4pp | 205.93%-195.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,892 | $6,184-53.2% | $5,433-46.8% | $4,876-40.7% |
| Participant deferral / active EE | $1,504 | $5,629-73.3% | $4,939-69.6% | $5,439-72.3% |
| Admin fee / account holder | $1,543 | $16,852-90.8% | $13,880-88.9% | $10,885-85.8% |