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 | $126,437 | $159,901-20.9% | $146,958-14.0% | $145,922-13.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.79% | 98.13%-85.3pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,207 | $5,286-77.2% | $4,933-75.5% | $4,660-74.1% |
| Participant deferral / active EE | $1,355 | $8,428-83.9% | $8,070-83.2% | $6,688-79.7% |
| Admin fee / account holder | $1,886 | $15,044-87.5% | $12,998-85.5% | $13,397-85.9% |