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 | $38,506 | $183,963-79.1% | $162,163-76.3% | $152,861-74.8% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.6%-10.3pp | 82.4%-5.2pp |
| Annual return | 18.72% | 150.76%-132.0pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,706 | $6,371-73.2% | $5,614-69.6% | $4,762-64.2% |
| Participant deferral / active EE | $2,726 | $8,034-66.1% | $7,298-62.6% | $5,850-53.4% |
| Admin fee / account holder | $890 | $13,121-93.2% | $10,843-91.8% | $11,596-92.3% |