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 | $142,675 | $112,881+26.4% | $90,951+56.9% | $158,922-10.2% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 23.05% | 215.79%-192.7pp | 134.60%-111.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $739 | $2,893-74.5% | $2,122-65.2% | $4,761-84.5% |
| Participant deferral / active EE | $933 | $4,128-77.4% | $3,373-72.3% | $5,982-84.4% |
| Admin fee / account holder | $687 | $8,041-91.5% | $5,959-88.5% | $11,246-93.9% |