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 | $63,409 | $202,318-68.7% | $172,739-63.3% | $152,861-58.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.89% | 1029.65%-1006.8pp | 802.84%-779.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $8,643 | $5,856+47.6% | $5,143+68.1% | $4,762+81.5% |
| Participant deferral / active EE | $956 | $5,948-83.9% | $5,198-81.6% | $5,850-83.7% |
| Admin fee / account holder | $3,696 | $17,109-78.4% | $13,954-73.5% | $11,596-68.1% |