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 | $123,865 | $157,256-21.2% | $141,162-12.3% | $152,861-19.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 32.31% | 64.32%-32.0pp | 71.39%-39.1pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,874 | $5,261-64.4% | $4,735-60.4% | $4,762-60.6% |
| Participant deferral / active EE | $2,249 | $7,109-68.4% | $6,709-66.5% | $5,850-61.6% |
| Admin fee / account holder | $1,733 | $12,120-85.7% | $10,261-83.1% | $11,596-85.1% |