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 9-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 | $55,898 | $176,056-68.3% | $159,436-64.9% | $167,490-66.6% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 23.44% | 331.75%-308.3pp | 263.57%-240.1pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,244 | $5,297-76.5% | $4,829-74.2% | $4,837-74.3% |
| Participant deferral / active EE | $1,893 | $7,750-75.6% | $7,352-74.3% | $6,341-70.2% |
| Admin fee / account holder | $2,300 | $12,554-81.7% | $10,799-78.7% | $12,309-81.3% |