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 | $32,046 | $209,411-84.7% | $178,490-82.0% | $158,922-79.8% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 11.92% | 188.75%-176.8pp | 151.07%-139.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,934 | $5,706-66.1% | $5,011-61.4% | $4,761-59.4% |
| Participant deferral / active EE | $1,448 | $5,954-75.7% | $5,202-72.2% | $5,982-75.8% |
| Admin fee / account holder | $2,618 | $17,074-84.7% | $13,984-81.3% | $11,246-76.7% |