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 | $36,442 | $84,696-57.0% | $75,696-51.9% | $167,490-78.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.8%-4.8pp | 82.1%-12.1pp |
| Annual return | 14.13% | 199.36%-185.2pp | 104.53%-90.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $557 | $3,230-82.8% | $2,743-79.7% | $4,837-88.5% |
| Participant deferral / active EE | $929 | $4,580-79.7% | $3,821-75.7% | $6,341-85.4% |
| Admin fee / account holder | $3,157 | $5,355-41.0% | $3,619-12.8% | $12,309-74.4% |