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 | $70,043 | $117,841-40.6% | $102,423-31.6% | $145,922-52.0% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 16.02% | 31.65%-15.6pp | 29.32%-13.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,667 | $3,615-53.9% | $3,023-44.9% | $4,660-64.2% |
| Participant deferral / active EE | $1,314 | $5,731-77.1% | $5,053-74.0% | $6,688-80.3% |
| Admin fee / account holder | $4,481 | $13,326-66.4% | $9,451-52.6% | $13,397-66.6% |