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 | $39,171 | $135,952-71.2% | $123,892-68.4% | $273,961-85.7% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 9.31% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $990 | $5,170-80.9% | $4,617-78.6% | $4,869-79.7% |
| Participant deferral / active EE | $1,570 | $6,343-75.3% | $5,984-73.8% | $5,287-70.3% |
| Admin fee / account holder | $1,347 | $9,817-86.3% | $8,357-83.9% | $10,132-86.7% |