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 7-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 | $58,910 | $162,781-63.8% | $133,956-56.0% | $158,922-62.9% |
| Participation rate | 70.8% | 83.2%-12.4pp | 79.8%-9.0pp | 82.0%-11.1pp |
| Annual return | 16.30% | 41.94%-25.6pp | 45.09%-28.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,744 | $5,911-70.5% | $5,048-65.4% | $5,982-70.8% |
| Admin fee / account holder | $1,776 | $11,736-84.9% | $8,927-80.1% | $11,246-84.2% |