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 | $73,793 | $150,440-50.9% | $136,294-45.9% | $147,584-50.0% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 14.62% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,166 | $5,256-77.8% | $4,695-75.2% | $4,876-76.1% |
| Participant deferral / active EE | $1,426 | $6,630-78.5% | $6,247-77.2% | $5,439-73.8% |
| Admin fee / account holder | $2,412 | $10,905-77.9% | $9,243-73.9% | $10,885-77.8% |