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 | $12,652 | $99,020-87.2% | $86,590-85.4% | $147,584-91.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 16.49% | 1312.34%-1295.8pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,544 | $3,132-50.7% | $2,839-45.6% | $4,876-68.3% |
| Participant deferral / active EE | $295 | $3,972-92.6% | $3,609-91.8% | $5,439-94.6% |
| Admin fee / account holder | $1,697 | $5,710-70.3% | $4,906-65.4% | $10,885-84.4% |