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 | $30,669 | $185,822-83.5% | $169,993-82.0% | $139,434-78.0% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 13.21% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,184 | $7,590-71.2% | $6,785-67.8% | $4,751-54.0% |
| Participant deferral / active EE | $2,583 | $11,622-77.8% | $10,408-75.2% | $6,710-61.5% |
| Admin fee / account holder | $4,922 | $15,381-68.0% | $12,815-61.6% | $11,403-56.8% |