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 | $202,113 | $108,919+85.6% | $100,391+101.3% | $145,922+38.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 57.88%-47.8pp | 49.20%-39.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $819 | $4,419-81.5% | $3,942-79.2% | $4,660-82.4% |
| Participant deferral / active EE | $1,345 | $8,445-84.1% | $8,082-83.4% | $6,688-79.9% |
| Admin fee / account holder | $794 | $9,689-91.8% | $7,899-90.0% | $13,397-94.1% |