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 | $180,985 | $165,984+9.0% | $164,813+9.8% | $145,922+24.0% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 13.58% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,452 | $5,273-72.5% | $4,341-66.6% | $4,660-68.8% |
| Participant deferral / active EE | $1,762 | $6,959-74.7% | $6,031-70.8% | $6,688-73.6% |
| Admin fee / account holder | $1,800 | $16,648-89.2% | $12,690-85.8% | $13,397-86.6% |