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 | $38,553 | $209,411-81.6% | $178,490-78.4% | $158,922-75.7% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 12.80% | 188.75%-175.9pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,264 | $5,706-77.9% | $5,011-74.8% | $4,761-73.5% |
| Participant deferral / active EE | $1,624 | $5,954-72.7% | $5,202-68.8% | $5,982-72.9% |
| Admin fee / account holder | $1,084 | $17,074-93.6% | $13,984-92.2% | $11,246-90.4% |