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 | $64,932 | $176,056-63.1% | $159,436-59.3% | $167,490-61.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.31% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,597 | $5,297-51.0% | $4,829-46.2% | $4,837-46.3% |
| Participant deferral / active EE | $1,351 | $7,750-82.6% | $7,352-81.6% | $6,341-78.7% |
| Admin fee / account holder | $973 | $12,554-92.2% | $10,799-91.0% | $12,309-92.1% |