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 | $69,461 | $209,411-66.8% | $178,490-61.1% | $158,922-56.3% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 14.65% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,241 | $5,706-78.2% | $5,011-75.2% | $4,761-73.9% |
| Participant deferral / active EE | $1,538 | $5,954-74.2% | $5,202-70.4% | $5,982-74.3% |
| Admin fee / account holder | $4,716 | $17,074-72.4% | $13,984-66.3% | $11,246-58.1% |