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 | $51,883 | $201,259-74.2% | $184,200-71.8% | $145,959-64.5% |
| Participation rate | 93.8% | 87.5%+6.2pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 12.93% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,596 | $7,018-77.3% | $6,424-75.2% | $4,661-65.8% |
| Participant deferral / active EE | $2,311 | $9,806-76.4% | $9,132-74.7% | $6,689-65.4% |
| Admin fee / account holder | $1,464 | $16,372-91.1% | $13,907-89.5% | $13,398-89.1% |