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 | $98,675 | $124,185-20.5% | $108,410-9.0% | $167,490-41.1% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 13.72% | 1379.64%-1365.9pp | 905.27%-891.6pp | 478.56%-464.8pp |
| Employer contribution / active EE | $613 | $4,187-85.4% | $3,558-82.8% | $4,837-87.3% |
| Participant deferral / active EE | $1,226 | $6,908-82.3% | $6,563-81.3% | $6,341-80.7% |
| Admin fee / account holder | $883 | $9,455-90.7% | $7,295-87.9% | $12,309-92.8% |