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 | $52,205 | $180,449-71.1% | $154,107-66.1% | $135,375-61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.27% | 888.09%-879.8pp | 735.12%-726.8pp | 519.73%-511.5pp |
| Employer contribution / active EE | $3,545 | $6,035-41.3% | $5,298-33.1% | $4,779-25.8% |
| Participant deferral / active EE | $1,828 | $5,806-68.5% | $5,081-64.0% | $5,609-67.4% |
| Admin fee / account holder | $2,766 | $16,143-82.9% | $13,411-79.4% | $10,827-74.5% |