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 | $74,486 | $132,634-43.8% | $115,768-35.7% | $137,256-45.7% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.4%-0.5pp | 80.0%-6.0pp |
| Annual return | 18.28% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $647 | $3,360-80.7% | $2,940-78.0% | $4,156-84.4% |
| Participant deferral / active EE | $1,314 | $5,619-76.6% | $4,917-73.3% | $6,407-79.5% |
| Admin fee / account holder | $5,203 | $15,028-65.4% | $12,439-58.2% | $12,270-57.6% |