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 | $62,605 | $124,319-49.6% | $111,297-43.7% | $167,490-62.6% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 14.33% | 37.44%-23.1pp | 54.65%-40.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,511 | $3,435-56.0% | $2,731-44.7% | $4,837-68.8% |
| Participant deferral / active EE | $1,497 | $5,180-71.1% | $4,487-66.6% | $6,341-76.4% |
| Admin fee / account holder | $596 | $10,618-94.4% | $7,964-92.5% | $12,309-95.2% |