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 6-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 | $34,178 | $159,934-78.6% | $147,005-76.8% | $145,959-76.6% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 24.52% | 98.24%-73.7pp | 418.76%-394.2pp | 561.95%-537.4pp |
| Employer contribution / active EE | $1,051 | $5,287-80.1% | $4,934-78.7% | $4,661-77.5% |
| Participant deferral / active EE | $1,590 | $8,427-81.1% | $8,070-80.3% | $6,689-76.2% |
| Admin fee / account holder | $344 | $15,053-97.7% | $13,006-97.4% | $13,398-97.4% |