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 | $115,526 | $165,335-30.1% | $149,696-22.8% | $158,922-27.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.96% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,565 | $5,103-69.3% | $4,644-66.3% | $4,761-67.1% |
| Participant deferral / active EE | $2,273 | $7,181-68.4% | $6,842-66.8% | $5,982-62.0% |
| Admin fee / account holder | $771 | $10,807-92.9% | $9,309-91.7% | $11,246-93.1% |