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 | $33,660 | $217,402-84.5% | $185,823-81.9% | $167,490-79.9% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 12.10% | 148.36%-136.3pp | 122.05%-109.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,241 | $5,873-78.9% | $5,167-76.0% | $4,837-74.4% |
| Participant deferral / active EE | $1,260 | $6,356-80.2% | $5,568-77.4% | $6,341-80.1% |
| Admin fee / account holder | $1,008 | $19,811-94.9% | $16,237-93.8% | $12,309-91.8% |