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 | $99,213 | $144,119-31.2% | $117,854-15.8% | $147,584-32.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.80% | 531.15%-512.3pp | 335.08%-316.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,079 | $4,896-78.0% | $3,786-71.5% | $4,876-77.9% |
| Participant deferral / active EE | $1,540 | $5,316-71.0% | $4,482-65.6% | $5,439-71.7% |
| Admin fee / account holder | $2,361 | $10,886-78.3% | $8,020-70.6% | $10,885-78.3% |