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 | $54,553 | $209,411-73.9% | $178,490-69.4% | $158,922-65.7% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.51% | 188.75%-174.2pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,816 | $5,706-68.2% | $5,011-63.8% | $4,761-61.9% |
| Participant deferral / active EE | $1,476 | $5,954-75.2% | $5,202-71.6% | $5,982-75.3% |
| Admin fee / account holder | $2,133 | $17,074-87.5% | $13,984-84.7% | $11,246-81.0% |