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 3-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 | $40,606 | $114,381-64.5% | $107,525-62.2% | $142,382-71.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 63.52% | 242.71%-179.2pp | 181.32%-117.8pp | 217.08%-153.6pp |
| Employer contribution / active EE | $1,356 | $4,015-66.2% | $3,754-63.9% | $4,299-68.5% |
| Participant deferral / active EE | $604 | $5,564-89.1% | $5,116-88.2% | $6,507-90.7% |
| Admin fee / account holder | $806 | $9,860-91.8% | $8,919-91.0% | $12,624-93.6% |