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 | $47,558 | $107,934-55.9% | $91,989-48.3% | $152,861-68.9% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 20.06% | 89.24%-69.2pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $500 | $4,210-88.1% | $3,452-85.5% | $4,762-89.5% |
| Participant deferral / active EE | $1,390 | $6,364-78.2% | $5,923-76.5% | $5,850-76.2% |
| Admin fee / account holder | $621 | $10,520-94.1% | $7,743-92.0% | $11,596-94.6% |