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 8-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 | $47,615 | $150,440-68.3% | $136,294-65.1% | $147,584-67.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 29.04% | 1049.08%-1020.0pp | 5155.94%-5126.9pp | 578.55%-549.5pp |
| Employer contribution / active EE | $1,038 | $5,256-80.3% | $4,695-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $1,818 | $6,630-72.6% | $6,247-70.9% | $5,439-66.6% |
| Admin fee / account holder | $5,540 | $10,905-49.2% | $9,243-40.1% | $10,885-49.1% |