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 | $37,191 | $165,335-77.5% | $149,696-75.2% | $158,922-76.6% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 8.69% | 348.15%-339.5pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $2,204 | $5,103-56.8% | $4,644-52.5% | $4,761-53.7% |
| Participant deferral / active EE | $2,264 | $7,181-68.5% | $6,842-66.9% | $5,982-62.2% |
| Admin fee / account holder | $1,484 | $10,807-86.3% | $9,309-84.1% | $11,246-86.8% |