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 9-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 | $57,129 | $91,538-37.6% | $129,995-56.1% | $75,163-24.0% |
| Participation rate | 97.4% | 71.4%+25.9pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 15.86% | -631.11%+647.0pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,811 | $2,845-1.2% | $4,320-34.9% | $2,670+5.3% |
| Participant deferral / active EE | $941 | $4,341-78.3% | $5,820-83.8% | $4,125-77.2% |
| Admin fee / account holder | $2,040 | $6,790-70.0% | $10,614-80.8% | $5,651-63.9% |