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 | $27,582 | $142,405-80.6% | $115,157-76.0% | $152,861-82.0% |
| Participation rate | 73.9% | 82.4%-8.4pp | 75.9%-2.0pp | 82.4%-8.5pp |
| Annual return | 24.04% | 41.48%-17.4pp | 35.60%-11.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,142 | $4,010-71.5% | $3,179-64.1% | $4,762-76.0% |
| Participant deferral / active EE | $1,400 | $5,164-72.9% | $4,168-66.4% | $5,850-76.1% |
| Admin fee / account holder | $948 | $8,462-88.8% | $7,088-86.6% | $11,596-91.8% |