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 7-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 | $84,460 | $217,402-61.2% | $185,823-54.5% | $167,490-49.6% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 12.27% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,121 | $5,873-63.9% | $5,167-58.9% | $4,837-56.1% |
| Participant deferral / active EE | $1,504 | $6,356-76.3% | $5,568-73.0% | $6,341-76.3% |
| Admin fee / account holder | $3,774 | $19,811-80.9% | $16,237-76.8% | $12,309-69.3% |