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 | $71,546 | $209,411-65.8% | $178,490-59.9% | $158,922-55.0% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 9.10% | 188.75%-179.6pp | 151.07%-142.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,284 | $5,706-77.5% | $5,011-74.4% | $4,761-73.0% |
| Participant deferral / active EE | $1,478 | $5,954-75.2% | $5,202-71.6% | $5,982-75.3% |
| Admin fee / account holder | $3,141 | $17,074-81.6% | $13,984-77.5% | $11,246-72.1% |