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 | $55,510 | $198,466-72.0% | $170,442-67.4% | $147,584-62.4% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 12.64% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $3,543 | $6,184-42.7% | $5,433-34.8% | $4,876-27.3% |
| Participant deferral / active EE | $686 | $5,629-87.8% | $4,939-86.1% | $5,439-87.4% |
| Admin fee / account holder | $476 | $16,852-97.2% | $13,880-96.6% | $10,885-95.6% |