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 9-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 | $23,832 | $175,202-86.4% | $149,673-84.1% | $139,434-82.9% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 16.72% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,108 | $5,474-79.8% | $4,818-77.0% | $4,751-76.7% |
| Participant deferral / active EE | $1,623 | $6,519-75.1% | $5,680-71.4% | $6,710-75.8% |
| Admin fee / account holder | $3,744 | $16,150-76.8% | $13,210-71.7% | $11,403-67.2% |