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 | $59,072 | $105,126-43.8% | $94,646-37.6% | $139,434-57.6% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 12.95% | 38.03%-25.1pp | 156.71%-143.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,590 | $4,106-61.3% | $3,672-56.7% | $4,751-66.5% |
| Participant deferral / active EE | $2,089 | $7,599-72.5% | $7,418-71.8% | $6,710-68.9% |
| Admin fee / account holder | $961 | $8,984-89.3% | $7,231-86.7% | $11,403-91.6% |