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 | $92,522 | $157,256-41.2% | $141,162-34.5% | $152,861-39.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 23.55% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,247 | $5,261-76.3% | $4,735-73.7% | $4,762-73.8% |
| Participant deferral / active EE | $1,897 | $7,109-73.3% | $6,709-71.7% | $5,850-67.6% |
| Admin fee / account holder | $624 | $12,120-94.9% | $10,261-93.9% | $11,596-94.6% |