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 | $31,101 | $209,411-85.1% | $178,490-82.6% | $158,922-80.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 20.88% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,716 | $5,706-52.4% | $5,011-45.8% | $4,761-43.0% |
| Participant deferral / active EE | $1,417 | $5,954-76.2% | $5,202-72.8% | $5,982-76.3% |
| Admin fee / account holder | $872 | $17,074-94.9% | $13,984-93.8% | $11,246-92.2% |