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 | $75,723 | $114,381-33.8% | $107,525-29.6% | $142,382-46.8% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 190.30% | 242.71%-52.4pp | 181.32%+9.0pp | 217.08%-26.8pp |
| Employer contribution / active EE | $2,572 | $4,015-35.9% | $3,754-31.5% | $4,299-40.2% |
| Participant deferral / active EE | $1,256 | $5,564-77.4% | $5,116-75.4% | $6,507-80.7% |
| Admin fee / account holder | $2,437 | $9,860-75.3% | $8,919-72.7% | $12,624-80.7% |