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 | $59,270 | $176,056-66.3% | $159,436-62.8% | $167,490-64.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.29% | 331.75%-321.5pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $10,789 | $5,297+103.7% | $4,829+123.4% | $4,837+123.0% |
| Participant deferral / active EE | $901 | $7,750-88.4% | $7,352-87.7% | $6,341-85.8% |
| Admin fee / account holder | $670 | $12,554-94.7% | $10,799-93.8% | $12,309-94.6% |