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 | $82,440 | $112,096-26.5% | $95,952-14.1% | $158,922-48.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.85% | 171.09%-156.2pp | 91.61%-76.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $724 | $3,198-77.4% | $2,541-71.5% | $4,761-84.8% |
| Participant deferral / active EE | $1,439 | $4,784-69.9% | $4,167-65.5% | $5,982-75.9% |
| Admin fee / account holder | $4,176 | $10,130-58.8% | $6,795-38.5% | $11,246-62.9% |