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 | $51,337 | $227,553-77.4% | $189,557-72.9% | $167,490-69.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 15.50% | 78.40%-62.9pp | 64.17%-48.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,371 | $5,316-74.2% | $4,412-68.9% | $4,837-71.7% |
| Participant deferral / active EE | $1,081 | $7,002-84.6% | $6,174-82.5% | $6,341-83.0% |
| Admin fee / account holder | $25,103 | $11,878+111.3% | $9,807+156.0% | $12,309+103.9% |