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 | $46,769 | $209,411-77.7% | $178,490-73.8% | $158,922-70.6% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 10.88% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $6,591 | $5,706+15.5% | $5,011+31.5% | $4,761+38.4% |
| Participant deferral / active EE | $952 | $5,954-84.0% | $5,202-81.7% | $5,982-84.1% |
| Admin fee / account holder | $2,156 | $17,074-87.4% | $13,984-84.6% | $11,246-80.8% |