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 4-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 | $29,672 | $159,602-81.4% | $150,045-80.2% | $142,382-79.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 37.62% | 70.24%-32.6pp | 62.55%-24.9pp | 217.08%-179.5pp |
| Employer contribution / active EE | $1,092 | $4,961-78.0% | $4,693-76.7% | $4,299-74.6% |
| Participant deferral / active EE | $1,134 | $8,310-86.4% | $7,997-85.8% | $6,507-82.6% |
| Admin fee / account holder | $548 | $14,846-96.3% | $13,435-95.9% | $12,624-95.7% |