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 | $71,681 | $150,440-52.4% | $136,294-47.4% | $147,584-51.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.82% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,341 | $5,256-74.5% | $4,695-71.4% | $4,876-72.5% |
| Participant deferral / active EE | $2,001 | $6,630-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $10,489 | $10,905-3.8% | $9,243+13.5% | $10,885-3.6% |