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 3-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 | $30,620 | $108,919-71.9% | $100,391-69.5% | $145,922-79.0% |
| Participation rate | 70.6% | 82.9%-12.3pp | 81.5%-10.9pp | 80.3%-9.7pp |
| Annual return | 10.37% | 57.88%-47.5pp | 49.20%-38.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,695 | $4,419-61.6% | $3,942-57.0% | $4,660-63.6% |
| Participant deferral / active EE | $2,231 | $8,445-73.6% | $8,082-72.4% | $6,688-66.6% |
| Admin fee / account holder | $2,159 | $9,689-77.7% | $7,899-72.7% | $13,397-83.9% |