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 | $22,373 | $112,096-80.0% | $95,952-76.7% | $158,922-85.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 12.07% | 171.09%-159.0pp | 91.61%-79.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,195 | $3,198-62.6% | $2,541-53.0% | $4,761-74.9% |
| Participant deferral / active EE | $1,376 | $4,784-71.2% | $4,167-67.0% | $5,982-77.0% |
| Admin fee / account holder | $3,286 | $10,130-67.6% | $6,795-51.6% | $11,246-70.8% |