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 | $120,507 | $209,411-42.5% | $178,490-32.5% | $158,922-24.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 10.06% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,630 | $5,706-71.4% | $5,011-67.5% | $4,761-65.8% |
| Participant deferral / active EE | $649 | $5,954-89.1% | $5,202-87.5% | $5,982-89.1% |
| Admin fee / account holder | $3,533 | $17,074-79.3% | $13,984-74.7% | $11,246-68.6% |