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 | $52,697 | $81,208-35.1% | $98,907-46.7% | $79,858-34.0% |
| Participation rate | 80.6% | 72.5%+8.0pp | 76.0%+4.5pp | 69.6%+10.9pp |
| Annual return | 15.45% | 60.99%-45.5pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,033 | $1,960-47.3% | $2,689-61.6% | $2,471-58.2% |
| Participant deferral / active EE | $1,391 | $3,265-57.4% | $4,244-67.2% | $3,740-62.8% |
| Admin fee / account holder | $1,809 | $6,013-69.9% | $6,642-72.8% | $5,306-65.9% |