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 | $100,790 | $171,865-41.4% | $149,718-32.7% | $147,584-31.7% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 14.79% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,260 | $6,275-64.0% | $5,445-58.5% | $4,876-53.6% |
| Participant deferral / active EE | $2,325 | $7,271-68.0% | $6,569-64.6% | $5,439-57.3% |
| Admin fee / account holder | $3,010 | $13,799-78.2% | $11,283-73.3% | $10,885-72.3% |