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 | $85,775 | $209,411-59.0% | $178,490-51.9% | $158,922-46.0% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 9.80% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.0pp |
| Employer contribution / active EE | $10,038 | $5,706+75.9% | $5,011+100.3% | $4,761+110.8% |
| Participant deferral / active EE | $652 | $5,954-89.1% | $5,202-87.5% | $5,982-89.1% |
| Admin fee / account holder | $324 | $17,074-98.1% | $13,984-97.7% | $11,246-97.1% |