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 | $185,337 | $112,096+65.3% | $95,952+93.2% | $158,922+16.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 12.33% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $857 | $3,198-73.2% | $2,541-66.3% | $4,761-82.0% |
| Participant deferral / active EE | $1,219 | $4,784-74.5% | $4,167-70.8% | $5,982-79.6% |
| Admin fee / account holder | $496 | $10,130-95.1% | $6,795-92.7% | $11,246-95.6% |