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 | $53,208 | $185,822-71.4% | $169,993-68.7% | $139,434-61.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 44.15% | 60.50%-16.4pp | 53.37%-9.2pp | 372.94%-328.8pp |
| Employer contribution / active EE | $6,550 | $7,590-13.7% | $6,785-3.5% | $4,751+37.9% |
| Participant deferral / active EE | $2,775 | $11,622-76.1% | $10,408-73.3% | $6,710-58.6% |
| Admin fee / account holder | $16,598 | $15,381+7.9% | $12,815+29.5% | $11,403+45.6% |