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 | $87,056 | $165,984-47.6% | $164,813-47.2% | $145,922-40.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 13.36% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,171 | $5,273-77.8% | $4,341-73.0% | $4,660-74.9% |
| Participant deferral / active EE | $1,541 | $6,959-77.9% | $6,031-74.5% | $6,688-77.0% |
| Admin fee / account holder | $1,003 | $16,648-94.0% | $12,690-92.1% | $13,397-92.5% |