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 | $193,735 | $110,257+75.7% | $96,544+100.7% | $139,434+38.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 42.17% | 26.32%+15.9pp | 25.84%+16.3pp | 372.94%-330.8pp |
| Employer contribution / active EE | $1,300 | $3,620-64.1% | $2,965-56.2% | $4,751-72.6% |
| Participant deferral / active EE | $1,645 | $5,548-70.4% | $4,851-66.1% | $6,710-75.5% |
| Admin fee / account holder | $3,893 | $11,591-66.4% | $8,252-52.8% | $11,403-65.9% |