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 7-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 | $81,419 | $214,378-62.0% | $200,582-59.4% | $142,382-42.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 14.78% | 46.41%-31.6pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,000 | $6,841-12.3% | $6,419-6.5% | $4,299+39.6% |
| Participant deferral / active EE | $1,091 | $9,865-88.9% | $9,331-88.3% | $6,507-83.2% |
| Admin fee / account holder | $332 | $17,692-98.1% | $16,305-98.0% | $12,624-97.4% |