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 | $35,358 | $179,726-80.3% | $156,263-77.4% | $142,382-75.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 15.11% | 77.86%-62.7pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,490 | $5,069-70.6% | $4,333-65.6% | $4,299-65.3% |
| Participant deferral / active EE | $1,928 | $6,956-72.3% | $6,158-68.7% | $6,507-70.4% |
| Admin fee / account holder | $1,886 | $17,272-89.1% | $14,255-86.8% | $12,624-85.1% |