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 | $85,278 | $165,335-48.4% | $149,696-43.0% | $158,922-46.3% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 10.49% | 348.15%-337.7pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,429 | $5,103-72.0% | $4,644-69.2% | $4,761-70.0% |
| Participant deferral / active EE | $2,099 | $7,181-70.8% | $6,842-69.3% | $5,982-64.9% |
| Admin fee / account holder | $2,988 | $10,807-72.4% | $9,309-67.9% | $11,246-73.4% |