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 | $77,531 | $162,781-52.4% | $133,956-42.1% | $158,922-51.2% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 14.31% | 41.94%-27.6pp | 45.09%-30.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $957 | $4,975-80.8% | $3,919-75.6% | $4,761-79.9% |
| Participant deferral / active EE | $291 | $5,911-95.1% | $5,048-94.2% | $5,982-95.1% |
| Admin fee / account holder | $1,009 | $11,736-91.4% | $8,927-88.7% | $11,246-91.0% |