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 | $73,002 | $214,378-65.9% | $200,582-63.6% | $142,382-48.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 14.87% | 46.41%-31.5pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,857 | $6,841-14.4% | $6,419-8.7% | $4,299+36.2% |
| Participant deferral / active EE | $1,050 | $9,865-89.4% | $9,331-88.7% | $6,507-83.9% |
| Admin fee / account holder | $22,545 | $17,692+27.4% | $16,305+38.3% | $12,624+78.6% |