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 | $82,277 | $179,726-54.2% | $156,263-47.3% | $142,382-42.2% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.9%-0.6pp | 80.1%-1.9pp |
| Annual return | 10.83% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,328 | $6,956-80.9% | $6,158-78.4% | $6,507-79.6% |
| Admin fee / account holder | $8,141 | $17,272-52.9% | $14,255-42.9% | $12,624-35.5% |