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 | $247,296 | $159,602+54.9% | $150,045+64.8% | $142,382+73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.60% | 70.24%-54.6pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,400 | $4,961-71.8% | $4,693-70.2% | $4,299-67.4% |
| Participant deferral / active EE | $1,400 | $8,310-83.2% | $7,997-82.5% | $6,507-78.5% |
| Admin fee / account holder | $13,096 | $14,846-11.8% | $13,435-2.5% | $12,624+3.7% |