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 | $46,684 | $114,381-59.2% | $107,525-56.6% | $142,382-67.2% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 17.43% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,332 | $4,015+57.7% | $3,754+68.7% | $4,299+47.3% |
| Participant deferral / active EE | $531 | $5,564-90.5% | $5,116-89.6% | $6,507-91.8% |
| Admin fee / account holder | $1,484 | $9,860-85.0% | $8,919-83.4% | $12,624-88.2% |