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 | $54,391 | $115,770-53.0% | $101,248-46.3% | $158,922-65.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.28% | 56.14%-42.9pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $849 | $4,175-79.7% | $3,660-76.8% | $4,761-82.2% |
| Participant deferral / active EE | $907 | $4,957-81.7% | $4,370-79.2% | $5,982-84.8% |
| Admin fee / account holder | $1,043 | $7,245-85.6% | $5,945-82.5% | $11,246-90.7% |