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 | $72,216 | $133,922-46.1% | $116,228-37.9% | $142,382-49.3% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.6%+4.4pp | 80.1%-1.2pp |
| Annual return | 27.60% | 147.76%-120.2pp | 90.06%-62.5pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,126 | $3,446-67.3% | $2,994-62.4% | $4,299-73.8% |
| Participant deferral / active EE | $1,465 | $5,672-74.2% | $4,953-70.4% | $6,507-77.5% |
| Admin fee / account holder | $3,466 | $14,945-76.8% | $11,989-71.1% | $12,624-72.5% |