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 | $77,645 | $217,402-64.3% | $185,823-58.2% | $167,490-53.6% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 23.63% | 148.36%-124.7pp | 122.05%-98.4pp | 478.56%-454.9pp |
| Employer contribution / active EE | $3,610 | $5,873-38.5% | $5,167-30.1% | $4,837-25.4% |
| Participant deferral / active EE | $2,277 | $6,356-64.2% | $5,568-59.1% | $6,341-64.1% |
| Admin fee / account holder | $2,990 | $19,811-84.9% | $16,237-81.6% | $12,309-75.7% |