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 7-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 | $29,081 | $165,335-82.4% | $149,696-80.6% | $158,922-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.87% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,860 | $5,103-63.5% | $4,644-60.0% | $4,761-60.9% |
| Participant deferral / active EE | $2,135 | $7,181-70.3% | $6,842-68.8% | $5,982-64.3% |
| Admin fee / account holder | $915 | $10,807-91.5% | $9,309-90.2% | $11,246-91.9% |