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 | $143,260 | $102,604+39.6% | $86,188+66.2% | $139,434+2.7% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 25.33% | 1922.51%-1897.2pp | 1168.45%-1143.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $760 | $3,032-74.9% | $2,380-68.1% | $4,751-84.0% |
| Participant deferral / active EE | $760 | $4,676-83.8% | $3,985-80.9% | $6,710-88.7% |
| Admin fee / account holder | $1,751 | $8,657-79.8% | $6,852-74.4% | $11,403-84.6% |