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 | $58,681 | $180,449-67.5% | $154,107-61.9% | $135,375-56.7% |
| Participation rate | 79.2% | 87.4%-8.3pp | 83.0%-3.9pp | 82.6%-3.5pp |
| Annual return | 1.04% | 888.09%-887.1pp | 735.12%-734.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $2,601 | $6,035-56.9% | $5,298-50.9% | $4,779-45.6% |
| Participant deferral / active EE | $1,021 | $5,806-82.4% | $5,081-79.9% | $5,609-81.8% |
| Admin fee / account holder | $9,366 | $16,143-42.0% | $13,411-30.2% | $10,827-13.5% |