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 | $74,860 | $179,726-58.3% | $156,263-52.1% | $142,382-47.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 15.40% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,813 | $5,069-64.2% | $4,333-58.2% | $4,299-57.8% |
| Participant deferral / active EE | $2,028 | $6,956-70.8% | $6,158-67.1% | $6,507-68.8% |
| Admin fee / account holder | $1,707 | $17,272-90.1% | $14,255-88.0% | $12,624-86.5% |