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 | $92,042 | $142,405-35.4% | $115,157-20.1% | $152,861-39.8% |
| Participation rate | 94.1% | 82.4%+11.8pp | 75.9%+18.2pp | 82.4%+11.7pp |
| Annual return | 18.38% | 41.48%-23.1pp | 35.60%-17.2pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,604 | $4,010-35.1% | $3,179-18.1% | $4,762-45.3% |
| Participant deferral / active EE | $1,382 | $5,164-73.2% | $4,168-66.9% | $5,850-76.4% |
| Admin fee / account holder | $5,177 | $8,462-38.8% | $7,088-27.0% | $11,596-55.4% |